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

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 874 shares of PDBC stock, worth $12,550. This represents 0.0% of its overall portfolio holdings.

Number of Shares
874
Previous 424 106.13%
Holding current value
$12,550
Previous $5,000 140.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$13.13 - $13.89 $5,908 - $6,250
450 Added 106.13%
874 $12,000
Q4 2023

Feb 07, 2024
SELL
$13.3 - $15.17 $3,364 - $3,838
-253 Reduced 37.37%
424 $5,000
Q3 2023

Nov 02, 2023
BUY
$13.62 - $15.34 $3,445 - $3,881
253 Added 59.67%
677 $10,000
Q2 2023

Aug 07, 2023
BUY
$13.23 - $14.66 $5,609 - $6,215
424 New
424 $5,000
Q1 2022

May 02, 2022
SELL
N/A
-383 Closed
0 $0
Q4 2021

Feb 03, 2022
BUY
N/A
383 New
383 $5,000
Q4 2018

Jan 28, 2019
SELL
N/A
-37 Closed
0 $0
Q2 2018

Jul 26, 2018
BUY
N/A
37 New
37 $1,000

Others Institutions Holding PDBC

# of Institutions
433
Shares Held
280M
Call Options Held
101K
Put Options Held
2.1K
View Full List

About INVESCO ACT MGE ET CMDT FD TR

PDBC Quotes by TradingView
  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email