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

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 45,901 shares of PDBC stock, worth $596,253. This represents 0.05% of its overall portfolio holdings.

Number of Shares
45,901
Previous 52,015 11.75%
Holding current value
$596,253
Previous $709 Million 15.57%
% of portfolio
0.05%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$12.21 - $13.9 $74,651 - $84,984
-6,114 Reduced 11.75%
45,901 $599 Million
Q1 2025

Jul 25, 2025
BUY
$13.05 - $13.97 $79,787 - $85,412
6,114 Added 13.32%
52,015 $709 Million
Q1 2025

Apr 21, 2025
BUY
$13.05 - $13.97 $244,596 - $261,839
18,743 Added 56.33%
52,015 $709 Million
Q4 2024

Jan 22, 2025
BUY
$12.74 - $14.23 $245,359 - $274,055
19,259 Added 137.44%
33,272 $432 Million
Q3 2024

Oct 21, 2024
BUY
$12.67 - $14.36 $177,544 - $201,226
14,013 New
14,013 $188 Million

Others Institutions Holding PDBC

# of Institutions
429
Shares Held
323M
Call Options Held
83K
Put Options Held
100
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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