Endowment Wealth Management, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History
Endowment Wealth Management, Inc.
- $121 Million
- Q1 2024
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 25,221 shares of PDBC stock, worth $354,355. This represents 0.29% of its overall portfolio holdings.
Number of Shares
25,221
Previous 22,204
13.59%
Holding current value
$354,355
Previous $295,000
18.31%
% of portfolio
0.29%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding PDBC
# of Institutions
430Shares Held
279MCall Options Held
101KPut Options Held
2.1K-
Wells Fargo & Company San Francisco, CA124MShares$1.75 Billion0.42% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24MShares$338 Million1.25% of portfolio
-
Morgan Stanley New York, NY22.5MShares$317 Million0.03% of portfolio
-
Personal Capital Advisors Corp15.9MShares$224 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA5.45MShares$76.6 Million2.77% of portfolio