Transform Wealth, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Transform Wealth, LLC
- $1.02 Billion
- Q1 2024
A detailed history of Transform Wealth, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 64,763 shares of PDBC stock, worth $909,920. This represents 0.09% of its overall portfolio holdings.
Number of Shares
64,763
Previous 239,369
72.94%
Holding current value
$909,920
Previous $3.18 Million
71.79%
% of portfolio
0.09%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding PDBC
# of Institutions
430Shares Held
279MCall Options Held
101KPut Options Held
2.1K-
Wells Fargo & Company San Francisco, CA124MShares$1.75 Billion0.42% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24MShares$338 Million1.25% of portfolio
-
Morgan Stanley New York, NY22.5MShares$317 Million0.03% of portfolio
-
Personal Capital Advisors Corp15.9MShares$224 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA5.45MShares$76.6 Million2.77% of portfolio