Family Wealth Group, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Family Wealth Group, LLC holds 14,583 shares of PDBC stock, worth $199,203. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,583
Previous 13,442
8.49%
Holding current value
$199,203
Previous $186,000
9.68%
% of portfolio
0.22%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding PDBC
# of Institutions
431Shares Held
295MCall Options Held
0Put Options Held
105K-
Wells Fargo & Company San Francisco, CA125MShares$1.71 Billion0.43% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$360 Million1.2% of portfolio
-
Morgan Stanley New York, NY24.9MShares$340 Million0.03% of portfolio
-
Personal Capital Advisors Corp15.9MShares$217 Million1.14% of portfolio
-
Goldman Sachs Group Inc New York, NY6.45MShares$88.1 Million0.02% of portfolio