Org Wealth Partners, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Org Wealth Partners, LLC
- $233 Million
- Q2 2025
A detailed history of Org Wealth Partners, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 91,215 shares of PDBC stock, worth $1.18 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
91,215
Previous 79,908
14.15%
Holding current value
$1.18 Million
Previous $1.09 Million
9.09%
% of portfolio
0.51%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding PDBC
# of Institutions
431Shares Held
322MCall Options Held
83KPut Options Held
100-
Wells Fargo & Company San Francisco, CA121MShares$1.57 Billion0.38% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO31.5MShares$409 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.5MShares$370 Million0.13% of portfolio
-
Morgan Stanley New York, NY21.2MShares$275 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$207 Million1.14% of portfolio