Kingswood Wealth Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 33,272 shares of PDBC stock, worth $444,846. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,272
Previous 14,013
137.44%
Holding current value
$444,846
Previous $188 Million
129.66%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PDBC
# of Institutions
440Shares Held
284MCall Options Held
23.5KPut Options Held
21.5K-
Wells Fargo & Company San Francisco, CA126MShares$1.68 Billion0.39% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO28.1MShares$376 Million1.24% of portfolio
-
Morgan Stanley New York, NY20.9MShares$280 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$213 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC6.36MShares$85 Million0.01% of portfolio