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

Forvis Wealth Advisors, LLC

$3.91 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	N/A	-14,278 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	N/A	3,541 Added 32.98%	14,278 $201,000
Q3 2021 Oct 14, 2021	BUY	N/A	10,737 New	10,737 $226,000

Others Institutions Holding PDBC

# of Institutions

430

Shares Held

279M

Call Options Held

101K

Put Options Held

2.1K

Wells Fargo & Company San Francisco, CA

124M
Shares

$1.75 Billion
0.42% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

24M
Shares

$338 Million
1.25% of portfolio
Morgan Stanley New York, NY

22.5M
Shares

$317 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$224 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

5.45M
Shares

$76.6 Million
2.77% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

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