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

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Sep 21, 2023	SELL	$11.3 - $16.8 $824 - $1,226	-73 Closed	0 $0
Q4 2019 Sep 21, 2023	BUY	$15.48 - $16.67 $1,130 - $1,216	73 New	73 $1.21 Million

Others Institutions Holding PDBC

# of Institutions

436

Shares Held

283M

Call Options Held

23.5K

Put Options Held

21.5K

Wells Fargo & Company San Francisco, CA

126M
Shares

$1.67 Billion
0.39% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$350 Million
1.2% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$278 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$211 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

6.36M
Shares

$84.3 Million
0.01% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

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