Lifeworks Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 159,109 shares of PDBC stock, worth $2.22 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
159,109
Previous 118,884
33.84%
Holding current value
$2.22 Million
Previous $1.6 Million
29.45%
% of portfolio
0.38%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding PDBC
# of Institutions
456Shares Held
280MCall Options Held
4.3KPut Options Held
1.1K-
Wells Fargo & Company San Francisco, CA122MShares$1.69 Billion0.37% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO28.1MShares$392 Million1.24% of portfolio
-
Morgan Stanley New York, NY18.2MShares$254 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$222 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA6.5MShares$90.7 Million3.05% of portfolio