Heartwood Wealth Advisors LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 5,789 shares of PDBC stock, worth $76,472. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,789Holding current value
$76,472% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding PDBC
# of Institutions
430Shares Held
305MCall Options Held
52.3KPut Options Held
0-
Wells Fargo & Company San Francisco, CA108MShares$1.43 Billion0.3% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$416 Million1.24% of portfolio
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Lpl Financial LLC Fort Mill, SC28.5MShares$377 Million0.13% of portfolio
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Morgan Stanley New York, NY18.5MShares$245 Million0.02% of portfolio
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Personal Capital Advisors Corp15.9MShares$210 Million1.14% of portfolio