Principia Wealth Advisory, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 29,590 shares of PDBC stock, worth $404,199. This represents 0.33% of its overall portfolio holdings.
Number of Shares
29,590
Previous 957
2991.95%
Holding current value
$404,199
Previous $12.2 Million
3071.34%
% of portfolio
0.33%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding PDBC
# of Institutions
426Shares Held
299MCall Options Held
33.5KPut Options Held
0-
Wells Fargo & Company San Francisco, CA100MShares$1.37 Billion0.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO32.8MShares$448 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.3MShares$415 Million0.13% of portfolio
-
Morgan Stanley New York, NY18.3MShares$250 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$217 Million1.14% of portfolio