Financial Perspectives, Inc Invesco Act Mge Et Cmdt Fd Tr Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	SELL	$13.3 - $15.17 $18,832 - $21,480	-1,416 Closed	0 $0
Q2 2022 Jan 09, 2024	BUY	$17.71 - $20.69 $25,077 - $29,297	1,416 New	1,416 $25.5 Million

Others Institutions Holding PDBC

# of Institutions

453

Shares Held

282M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

122M
Shares

$1.66 Billion
0.37% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

28.1M
Shares

$383 Million
1.24% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$249 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$217 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

6.5M
Shares

$88.6 Million
3.05% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

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