Svb Wealth LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$17.26 - $20.1 $24,267 - $28,260	-1,406 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$13.22 - $15.29 $18,587 - $21,497	1,406 New	1,406 $21,000

Others Institutions Holding PDBC

# of Institutions

433

Shares Held

283M

Call Options Held

23.5K

Put Options Held

21.5K

Wells Fargo & Company San Francisco, CA

126M
Shares

$1.66 Billion
0.39% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$348 Million
1.2% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$276 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$210 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

6.36M
Shares

$83.8 Million
0.01% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

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