Wealth Management Resources, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 2024
A detailed history of Wealth Management Resources, Inc. transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 359,333 shares of PDBC stock, worth $4.6 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
359,333
Previous 371,081
3.17%
Holding current value
$4.6 Million
Previous $5.21 Million
7.44%
% of portfolio
1.93%
Previous 2.24%
Shares
8 transactions
Others Institutions Holding PDBC
# of Institutions
436Shares Held
283MCall Options Held
23.5KPut Options Held
21.5K-
Wells Fargo & Company San Francisco, CA126MShares$1.61 Billion0.39% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$338 Million1.2% of portfolio
-
Morgan Stanley New York, NY20.9MShares$268 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$204 Million1.14% of portfolio
-
Bank Of America Corp Charlotte, NC6.36MShares$81.4 Million0.01% of portfolio