Endowment Wealth Management, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History
Endowment Wealth Management, Inc.
- $140 Million
- Q1 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 30,817 shares of PDBC stock, worth $401,545. This represents 0.3% of its overall portfolio holdings.
Number of Shares
30,817
Previous 27,924
10.36%
Holding current value
$401,545
Previous $362,000
16.02%
% of portfolio
0.3%
Previous 0.27%
Shares
13 transactions
Others Institutions Holding PDBC
# of Institutions
450Shares Held
318MCall Options Held
83KPut Options Held
100-
Wells Fargo & Company San Francisco, CA121MShares$1.58 Billion0.38% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO29.7MShares$387 Million1.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$349 Million0.15% of portfolio
-
Morgan Stanley New York, NY21.2MShares$276 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$207 Million1.14% of portfolio