Marion Wealth Management Invesco Act Mge Et Cmdt Fd Tr Transaction History
Marion Wealth Management
- $335 Million
- Q1 2024
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 805,895 shares of PDBC stock, worth $11.3 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
805,895
Previous 507,249
58.88%
Holding current value
$11.3 Million
Previous $6.75 Million
65.68%
% of portfolio
3.34%
Previous 2.16%
Shares
10 transactions
Others Institutions Holding PDBC
# of Institutions
430Shares Held
279MCall Options Held
101KPut Options Held
2.1K-
Wells Fargo & Company San Francisco, CA124MShares$1.75 Billion0.42% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24MShares$338 Million1.25% of portfolio
-
Morgan Stanley New York, NY22.5MShares$317 Million0.03% of portfolio
-
Personal Capital Advisors Corp15.9MShares$224 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA5.45MShares$76.6 Million2.77% of portfolio