First Purpose Wealth LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	BUY	N/A	4,696 Added 26.34%	22,522 $406,000
Q1 2022 Apr 18, 2022	BUY	N/A	17,826 New	17,826 $314,000

Others Institutions Holding PDBC

# of Institutions

433

Shares Held

280M

Call Options Held

101K

Put Options Held

2.1K

Wells Fargo & Company San Francisco, CA

124M
Shares

$1.79 Billion
0.42% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

24M
Shares

$345 Million
1.25% of portfolio
Morgan Stanley New York, NY

22.5M
Shares

$324 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$228 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

5.45M
Shares

$78.2 Million
2.77% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

Ticker PDBC
Sector ETFs
Industry ETFs

More about PDBC

Track This Portfolio

Portfolio Update

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

News

Stay updated on First Purpose Wealth LLC with notifications on news.