Marion Wealth Management Invesco Act Mge Et Cmdt Fd Tr Transaction History
Marion Wealth Management
- $392 Million
- Q2 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 1,045,162 shares of PDBC stock, worth $13.6 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
1,045,162
Previous 982,824
6.34%
Holding current value
$13.6 Million
Previous $13.2 Million
3.02%
% of portfolio
3.47%
Previous 3.56%
Shares
15 transactions
Others Institutions Holding PDBC
# of Institutions
437Shares Held
307MCall Options Held
52.3KPut Options Held
0-
Wells Fargo & Company San Francisco, CA108MShares$1.4 Billion0.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$409 Million1.24% of portfolio
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Lpl Financial LLC Fort Mill, SC28.5MShares$370 Million0.13% of portfolio
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Morgan Stanley New York, NY21.2MShares$275 Million0.02% of portfolio
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Personal Capital Advisors Corp15.9MShares$207 Million1.14% of portfolio