Kingswood Wealth Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 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 12,237 shares of PDBC stock, worth $161,650. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,237
              Previous 45,901
              
        
           73.34%
        
      
          
        Holding current value
$161,650
            Previous $599 Million
            
        
           72.54%
        
      
          
        % of portfolio
0.01%
            Previous 0.05%
          
        Shares
	  6 transactions
	
  Others Institutions Holding PDBC
# of Institutions
430Shares Held
305MCall Options Held
52.3KPut Options Held
0- 
    
      Wells Fargo & Company San Francisco, CA108MShares$1.43 Billion0.3% of portfolio
- 
    
      Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$416 Million1.24% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC28.5MShares$377 Million0.13% of portfolio
- 
    
      Morgan Stanley New York, NY18.5MShares$245 Million0.02% of portfolio
- 
    
      Personal Capital Advisors Corp15.9MShares$210 Million1.14% of portfolio