Jfg Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Jfg Wealth Management, LLC
- $373 Million
- Q1 2024
A detailed history of Jfg Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 331,046 shares of PDBC stock, worth $4.65 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
331,046
Previous 357,451
7.39%
Holding current value
$4.65 Million
Previous $4.75 Million
3.43%
% of portfolio
1.23%
Previous 1.37%
Shares
7 transactions
Others Institutions Holding PDBC
# of Institutions
430Shares Held
279MCall Options Held
101KPut Options Held
2.1K-
Wells Fargo & Company San Francisco, CA124MShares$1.75 Billion0.42% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24MShares$338 Million1.25% of portfolio
-
Morgan Stanley New York, NY22.5MShares$317 Million0.03% of portfolio
-
Personal Capital Advisors Corp15.9MShares$224 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA5.45MShares$76.6 Million2.77% of portfolio