M Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
M Wealth Management, LLC
- $107 Billion
- Q1 2025
A detailed history of M Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, M Wealth Management, LLC holds 256,276 shares of PDBC stock, worth $3.21 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
256,276
Previous 259,108
1.09%
Holding current value
$3.21 Million
Previous $3.37 Billion
3.78%
% of portfolio
3.25%
Previous 3.07%
Shares
2 transactions
Others Institutions Holding PDBC
# of Institutions
452Shares Held
318MCall Options Held
83KPut Options Held
100-
Wells Fargo & Company San Francisco, CA121MShares$1.52 Billion0.38% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO29.7MShares$372 Million1.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$336 Million0.15% of portfolio
-
Morgan Stanley New York, NY21.2MShares$266 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$200 Million1.14% of portfolio