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 $8.74 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
682,405
Previous 817,743 16.55%
Holding current value
$8.74 Million
Previous $12.2 Million 25.77%
% of portfolio
2.59%
Previous 3.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024
SELL
$13.3 - $15.17 $1.8 Million - $2.05 Million
-135,338 Reduced 16.55%
682,405 $9.08 Million
Q3 2023

Nov 01, 2023
BUY
$13.62 - $15.34 $1.42 Million - $1.6 Million
104,537 Added 14.66%
817,743 $12.2 Million
Q2 2023

Jul 06, 2023
BUY
$13.23 - $14.66 $806,897 - $894,113
60,990 Added 9.35%
713,206 $9.71 Million
Q1 2023

Apr 26, 2023
BUY
$13.58 - $15.17 $248,799 - $277,929
18,321 Added 2.89%
652,216 $9.27 Million
Q4 2022

Jan 20, 2023
BUY
$14.35 - $17.95 $9.1 Million - $11.4 Million
633,895 New
633,895 $0

Others Institutions Holding PDBC

# of Institutions
436
Shares Held
283M
Call Options Held
23.5K
Put Options Held
21.5K
View Full List

About INVESCO ACT MGE ET CMDT FD TR

PDBC Quotes by TradingView
  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
Track This Portfolio

Track Engrave Wealth Partners LLC Portfolio

Follow Engrave Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Engrave Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Engrave Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email