Sar Wealth Management Group, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Sar Wealth Management Group, LLC
- $162 Billion
- Q2 2025
A detailed history of Sar Wealth Management Group, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 16,065 shares of PDBC stock, worth $208,684. This represents 0.13% of its overall portfolio holdings.
Number of Shares
16,065
Previous 16,065
-0.0%
Holding current value
$208,684
Previous $219 Million
4.33%
% of portfolio
0.13%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding PDBC
# of Institutions
436Shares Held
318MCall 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, SC26.8MShares$348 Million0.15% of portfolio
-
Morgan Stanley New York, NY21.2MShares$275 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$207 Million1.14% of portfolio