Marion Wealth Management Invesco Act Mge Et Cmdt Fd Tr Transaction History
Marion Wealth Management
- $412 Million
- Q3 2025
A detailed history of Marion Wealth Management transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Marion Wealth Management holds 1,069,434 shares of PDBC stock, worth $14.5 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
1,069,434
Previous 1,045,162
2.32%
Holding current value
$14.5 Million
Previous $13.6 Million
5.39%
% of portfolio
3.49%
Previous 3.47%
Shares
16 transactions
Others Institutions Holding PDBC
# of Institutions
437Shares Held
305MCall Options Held
52.3KPut Options Held
0-
Wells Fargo & Company San Francisco, CA108MShares$1.47 Billion0.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$427 Million1.24% of portfolio
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Lpl Financial LLC Fort Mill, SC28.5MShares$387 Million0.13% of portfolio
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Morgan Stanley New York, NY18.5MShares$251 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$216 Million1.14% of portfolio