Endowment Wealth Management, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History
Endowment Wealth Management, Inc.
- $159 Million
- Q2 2025
A detailed history of Endowment Wealth Management, Inc. transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 30,123 shares of PDBC stock, worth $400,937. This represents 0.25% of its overall portfolio holdings.
Number of Shares
30,123
Previous 30,817
2.25%
Holding current value
$400,937
Previous $420,000
6.67%
% of portfolio
0.25%
Previous 0.3%
Shares
14 transactions
Others Institutions Holding PDBC
# of Institutions
439Shares Held
305MCall Options Held
52.3KPut Options Held
0-
Wells Fargo & Company San Francisco, CA108MShares$1.44 Billion0.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$419 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.5MShares$379 Million0.13% of portfolio
-
Morgan Stanley New York, NY18.5MShares$247 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$212 Million1.14% of portfolio