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

Kingsview Wealth Management, LLC

  • $3.76 Billion
  • Q1 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 11,192 shares of PDBC stock, worth $159,150. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,192
Previous 14,166 20.99%
Holding current value
$159,150
Previous $188,000 17.55%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 09, 2024
SELL
$13.13 - $13.89 $39,048 - $41,308
-2,974 Reduced 20.99%
11,192 $155,000
Q4 2023

Feb 08, 2024
SELL
$13.3 - $15.17 $1.05 Million - $1.2 Million
-79,145 Reduced 84.82%
14,166 $188,000
Q3 2023

Nov 07, 2023
BUY
$13.62 - $15.34 $1.11 Million - $1.25 Million
81,743 Added 706.63%
93,311 $1.39 Million
Q2 2023

Aug 10, 2023
SELL
$13.23 - $14.66 $53,806 - $59,622
-4,067 Reduced 26.01%
11,568 $157,000
Q1 2023

May 15, 2023
SELL
$13.58 - $15.17 $8,677 - $9,693
-639 Reduced 3.93%
15,635 $222,000
Q4 2022

Feb 13, 2023
SELL
$14.35 - $17.95 $111,399 - $139,345
-7,763 Reduced 32.3%
16,274 $240,000
Q3 2022

Nov 14, 2022
SELL
N/A
-1,441 Reduced 5.66%
24,037 $389,000
Q2 2022

Aug 16, 2022
BUY
N/A
25,478 New
25,478 $460,000
Q1 2022

Feb 08, 2024
SELL
N/A
-562 Reduced 3.97%
13,604 $0
Q4 2021

Feb 17, 2022
SELL
N/A
-14,575 Closed
0 $0
Q3 2021

Dec 03, 2021
SELL
N/A
-9,760 Reduced 40.11%
14,575 $307,000
Q2 2021

Aug 17, 2021
BUY
N/A
8,195 Added 50.77%
24,335 $492,000
Q1 2021

May 24, 2021
BUY
N/A
16,140 New
16,140 $283,000

Others Institutions Holding PDBC

# of Institutions
431
Shares Held
279M
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
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