Engrave Wealth Partners LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 682,405 shares of PDBC stock, worth $8.99 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
682,405
Previous 817,743
16.55%
Holding current value
$8.99 Million
Previous $12.2 Million
25.77%
% of portfolio
2.59%
Previous 3.76%
Shares
5 transactions
Others Institutions Holding PDBC
# of Institutions
433Shares Held
283MCall Options Held
23.5KPut Options Held
21.5K-
Wells Fargo & Company San Francisco, CA126MShares$1.66 Billion0.39% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$348 Million1.2% of portfolio
-
Morgan Stanley New York, NY20.9MShares$276 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$210 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC6.36MShares$83.8 Million0.01% of portfolio