Transform Wealth, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$13.7 - $14.47 $1.89 Million - $2 Million	138,223 Added 213.43%	202,986 $2.85 Million
Q1 2024 Apr 15, 2024	SELL	$13.13 - $13.89 $2.29 Million - $2.43 Million	-174,606 Reduced 72.94%	64,763 $898,000
Q4 2023 Jan 18, 2024	SELL	$13.3 - $15.17 $129,448 - $147,649	-9,733 Reduced 3.91%	239,369 $3.18 Million
Q3 2023 Oct 10, 2023	BUY	$13.62 - $15.34 $3.39 Million - $3.82 Million	249,102 New	249,102 $3.72 Million
Q2 2022 Jul 15, 2022	BUY	$17.71 - $20.69 $1.43 Million - $1.67 Million	80,792 Added 38.36%	291,429 $5.26 Million
Q1 2022 Apr 25, 2022	BUY	$14.12 - $19.06 $2.97 Million - $4.01 Million	210,637 New	210,637 $3.72 Million

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

Ticker PDBC
Sector ETFs
Industry ETFs

More about PDBC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.