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

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$13.7 - $14.47 $14,357 - $15,164	1,048 New	1,048 $14.7 Million

Others Institutions Holding PDBC

# of Institutions

431

Shares Held

295M

Call Options Held

0

Put Options Held

105K

Wells Fargo & Company San Francisco, CA

125M
Shares

$1.71 Billion
0.43% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$360 Million
1.2% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$340 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$217 Million
1.14% of portfolio
Goldman Sachs Group Inc New York, NY

6.45M
Shares

$88.1 Million
0.02% of portfolio

About INVESCO ACT MGE ET CMDT FD TR

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