Ever Source Wealth Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,289 shares of PDBC stock, worth $43,480. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,289

Previous 4,164 21.01%

Holding current value

$43,480

Previous $54,000 18.52%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$13.05 - $13.97 $11,418 - $12,223	-875 Reduced 21.01%	3,289 $44,000
Q4 2024 Feb 07, 2025	SELL	$12.74 - $14.23 $29,645 - $33,113	-2,327 Reduced 35.85%	4,164 $54,000
Q3 2024 Nov 08, 2024	SELL	$12.67 - $14.36 $51,516 - $58,387	-4,066 Reduced 38.51%	6,491 $87,000
Q2 2024 Aug 13, 2024	BUY	$13.7 - $14.47 $81,227 - $85,792	5,929 Added 128.11%	10,557 $148,000
Q1 2024 Jun 11, 2024	BUY	$13.13 - $13.89 $27,638 - $29,238	2,105 Added 83.43%	4,628 $64,000
Q4 2023 Feb 09, 2024	BUY	$13.3 - $15.17 $33,555 - $38,273	2,523 New	2,523 $33,000
Q4 2022 Feb 09, 2023	BUY	$14.35 - $17.95 $3,702 - $4,631	258 New	258 $3,000

Others Institutions Holding PDBC

# of Institutions

438

Shares Held

317M

Call Options Held

83K

Put Options Held

100

View Full List

About INVESCO ACT MGE ET CMDT FD TR

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Ever Source Wealth Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History