Steward Partners Investment Solutions, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Steward Partners Investment Solutions, LLC

$594 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$13.3 - $15.17 $3.4 Million - $3.88 Million	255,514 New	255,514 $3.4 Billion

Others Institutions Holding PDBC

# of Institutions

436

Shares Held

283M

Call Options Held

23.5K

Put Options Held

21.5K

Wells Fargo & Company San Francisco, CA

126M
Shares

$1.61 Billion
0.39% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$338 Million
1.2% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$268 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$204 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

6.36M
Shares

$81.4 Million
0.01% of portfolio

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