Lifeworks Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Lifeworks Advisors, LLC
- $638 Million
- Q2 2025
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 155,482 shares of PDBC stock, worth $2.02 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
155,482
Previous 152,445
1.99%
Holding current value
$2.02 Million
Previous $2.08 Million
2.41%
% of portfolio
0.32%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding PDBC
# of Institutions
431Shares Held
322MCall Options Held
83KPut Options Held
100-
Wells Fargo & Company San Francisco, CA121MShares$1.57 Billion0.38% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$409 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.5MShares$370 Million0.13% of portfolio
-
Morgan Stanley New York, NY21.2MShares$275 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$207 Million1.14% of portfolio