Iht Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,979 shares of PDBC stock, worth $170,803. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,979

Previous 14,641 11.35%

Holding current value

$170,803

Previous $199,000 15.08%

% of portfolio

0.0%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$12.21 - $13.9 $20,293 - $23,101	-1,662 Reduced 11.35%	12,979 $169,000
Q1 2025 May 15, 2025	BUY	$13.05 - $13.97 $36,657 - $39,241	2,809 Added 23.74%	14,641 $199,000
Q4 2024 Feb 14, 2025	SELL	$12.74 - $14.23 $13,326 - $14,884	-1,046 Reduced 8.12%	11,832 $153,000
Q3 2024 Nov 14, 2024	SELL	$12.67 - $14.36 $11,859 - $13,440	-936 Reduced 6.78%	12,878 $172,000
Q2 2024 Aug 14, 2024	SELL	$13.7 - $14.47 $82,556 - $87,196	-6,026 Reduced 30.37%	13,814 $194,000
Q1 2024 May 15, 2024	SELL	$13.13 - $13.89 $476,159 - $503,720	-36,265 Reduced 64.64%	19,840 $275,000
Q4 2023 Feb 14, 2024	SELL	$13.3 - $15.17 $32,066 - $36,574	-2,411 Reduced 4.12%	56,105 $746,000
Q3 2023 Nov 14, 2023	BUY	$13.62 - $15.34 $18,318 - $20,632	1,345 Added 2.35%	58,516 $874,000
Q2 2023 Aug 14, 2023	BUY	$13.23 - $14.66 $756,372 - $838,126	57,171 New	57,171 $778,000
Q4 2022 Feb 14, 2023	BUY	$14.35 - $17.95 $4.58 Million - $5.73 Million	319,351 New	319,351 $4.72 Million
Q2 2022 Aug 15, 2022	SELL	$17.71 - $20.69 $48,011 - $56,090	-2,711 Reduced 18.13%	12,240 $221,000
Q4 2021 Feb 14, 2022	SELL	$13.45 - $22.71 $12,521 - $21,143	-931 Reduced 5.86%	14,951 $210,000
Q3 2021 Nov 15, 2021	BUY	$18.68 - $21.1 $48,754 - $55,071	2,610 Added 19.67%	15,882 $334,000
Q2 2021 Aug 16, 2021	BUY	$17.26 - $20.1 $229,074 - $266,767	13,272 New	13,272 $267,000

Others Institutions Holding PDBC

# of Institutions

437

Shares Held

305M

Call Options Held

52.3K

Put Options Held

View Full List

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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History