Moller Financial Services Invesco Act Mge Et Cmdt Fd Tr Transaction History

Moller Financial Services

$369 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 16, 2019	SELL	N/A	-963,274 Closed	0 $0
Q3 2018 Oct 17, 2018	SELL	N/A	-29,498 Reduced 2.97%	963,274 $18.1 Million
Q2 2018 Aug 02, 2018	BUY	N/A	992,772 New	992,772 $18.3 Million

Others Institutions Holding PDBC

# of Institutions

430

Shares Held

279M

Call Options Held

101K

Put Options Held

2.1K

Wells Fargo & Company San Francisco, CA

124M
Shares

$1.75 Billion
0.42% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

24M
Shares

$338 Million
1.25% of portfolio
Morgan Stanley New York, NY

22.5M
Shares

$317 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$224 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

5.45M
Shares

$76.6 Million
2.77% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

Ticker PDBC
Sector ETFs
Industry ETFs

More about PDBC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moller Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Moller Financial Services with notifications on news.