Twelve Points Wealth Management LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Twelve Points Wealth Management LLC
- $265 Million
- Q1 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 22,565 shares of PDBC stock, worth $320,874. This represents 0.12% of its overall portfolio holdings.
Number of Shares
22,565
Previous 16,918
33.38%
Holding current value
$320,874
Previous $225,000
38.67%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding PDBC
# of Institutions
431Shares Held
279MCall Options Held
101KPut Options Held
2.1K-
Wells Fargo & Company San Francisco, CA124MShares$1.77 Billion0.42% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24MShares$342 Million1.25% of portfolio
-
Morgan Stanley New York, NY22.5MShares$320 Million0.03% of portfolio
-
Personal Capital Advisors Corp15.9MShares$226 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA5.45MShares$77.5 Million2.77% of portfolio