Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco Act Mge Et Cmdt Fd Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.4 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	SELL	$13.58 - $15.17 $2,716 - $3,034	-200 Reduced 26.56%	553 $7,000
Q2 2022 Jul 26, 2022	BUY	N/A	753 New	753 $14,000

Others Institutions Holding PDBC

# of Institutions

433

Shares Held

280M

Call Options Held

101K

Put Options Held

2.1K

Wells Fargo & Company San Francisco, CA

124M
Shares

$1.79 Billion
0.42% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

24M
Shares

$345 Million
1.25% of portfolio
Morgan Stanley New York, NY

22.5M
Shares

$324 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$228 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

5.45M
Shares

$78.2 Million
2.77% of portfolio

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