Upper Left Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 42,941 shares of PDBC stock, worth $559,521. This represents 0.39% of its overall portfolio holdings.
Number of Shares
42,941
Previous 63,417
32.29%
Holding current value
$559,521
Previous $853,000
34.47%
% of portfolio
0.39%
Previous 0.64%
Shares
15 transactions
Others Institutions Holding PDBC
# of Institutions
454Shares Held
318MCall Options Held
83KPut Options Held
100-
Wells Fargo & Company San Francisco, CA121MShares$1.58 Billion0.38% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO29.7MShares$387 Million1.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$349 Million0.15% of portfolio
-
Morgan Stanley New York, NY21.2MShares$276 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$207 Million1.14% of portfolio