Perissos Private Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Perissos Private Wealth Management, LLC

$110 Billion
Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 191,763 shares of PDBC stock, worth $2.59 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

191,763

Previous 100,223 91.34%

Holding current value

$2.59 Million

Previous $1.3 Billion 100.76%

% of portfolio

2.38%

Previous 0.97%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$13.05 - $13.97 $1.19 Million - $1.28 Million	91,540 Added 91.34%	191,763 $2.61 Billion
Q4 2024 Jan 29, 2025	SELL	$12.74 - $14.23 $34,691 - $38,748	-2,723 Reduced 2.65%	100,223 $1.3 Billion
Q3 2024 Nov 12, 2024	SELL	$12.67 - $14.36 $63,134 - $71,555	-4,983 Reduced 4.62%	102,946 $1.38 Billion
Q2 2024 Aug 09, 2024	SELL	$13.7 - $14.47 $1.02 Million - $1.08 Million	-74,475 Reduced 40.83%	107,929 $1.52 Billion
Q1 2024 May 14, 2024	BUY	$13.13 - $13.89 $2.39 Million - $2.53 Million	182,404 New	182,404 $2.53 Billion

Others Institutions Holding PDBC

# of Institutions

439

Shares Held

318M

Call Options Held

83K

Put Options Held

100

View Full List

About INVESCO ACT MGE ET CMDT FD TR

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Perissos Private Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History