Optivise Advisory Services LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
A detailed history of Optivise Advisory Services LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 12,435 shares of PDBC stock, worth $163,644. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,435
Previous 12,943
3.92%
Holding current value
$163,644
Previous $176 Million
8.08%
% of portfolio
0.08%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding PDBC
# of Institutions
437Shares Held
305MCall Options Held
52.3KPut Options Held
0-
Wells Fargo & Company San Francisco, CA108MShares$1.42 Billion0.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$414 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.5MShares$375 Million0.13% of portfolio
-
Morgan Stanley New York, NY18.5MShares$244 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$209 Million1.14% of portfolio