Palumbo Wealth Management LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Palumbo Wealth Management LLC

  • $217 Million
  • Q1 2024

A detailed history of Palumbo Wealth Management LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 79,100 shares of PDBC stock, worth $1.11 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
79,100
Previous 102,080 22.51%
Holding current value
$1.11 Million
Previous $1.36 Million 19.16%
% of portfolio
0.51%
Previous 0.71%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$13.13 - $13.89 $301,727 - $319,192
-22,980 Reduced 22.51%
79,100 $1.1 Million
Q4 2023

Jan 22, 2024
BUY
$13.3 - $15.17 $50,500 - $57,600
3,797 Added 3.86%
102,080 $1.36 Million
Q2 2023

Jul 26, 2023
SELL
$13.23 - $14.66 $85,465 - $94,703
-6,460 Reduced 6.17%
98,283 $1.34 Million
Q1 2023

May 04, 2023
SELL
$13.58 - $15.17 $42,315 - $47,269
-3,116 Reduced 2.89%
104,743 $1.49 Million
Q4 2022

Feb 13, 2023
BUY
$14.35 - $17.95 $59,552 - $74,492
4,150 Added 4.0%
107,859 $1.59 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-4,358 Reduced 4.03%
103,709 $1.68 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-2,940 Reduced 2.65%
108,067 $1.95 Million
Q4 2021

Feb 16, 2022
SELL
N/A
-510,289 Reduced 82.13%
111,007 $1.56 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-46,549 Reduced 6.97%
621,296 $13.1 Million
Q2 2021

Aug 16, 2021
BUY
N/A
175,646 Added 35.69%
667,845 $13.4 Million
Q1 2021

May 17, 2021
BUY
N/A
25,605 Added 5.49%
492,199 $8.48 Million
Q4 2020

May 17, 2021
BUY
N/A
466,594 New
466,594 $7.12 Million

Others Institutions Holding PDBC

# of Institutions
430
Shares Held
279M
Call Options Held
101K
Put Options Held
2.1K
View Full List

About INVESCO ACT MGE ET CMDT FD TR

PDBC Quotes by TradingView
  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
Track This Portfolio

Track Palumbo Wealth Management LLC Portfolio

Follow Palumbo Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palumbo Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palumbo Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email