Wealth Management Resources, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History

Wealth Management Resources, Inc.

$357 Million
Q1 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 349,218 shares of PDBC stock, worth $4.97 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

349,218

Previous 366,407 4.69%

Holding current value

$4.97 Million

Previous $4.87 Million 0.62%

% of portfolio

1.36%

Previous 1.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$13.13 - $13.89 $225,691 - $238,755	-17,189 Reduced 4.69%	349,218 $4.84 Million
Q4 2023 Jan 19, 2024	SELL	$13.3 - $15.17 $3.83 Million - $4.36 Million	-287,605 Reduced 43.98%	366,407 $4.87 Million
Q3 2023 Oct 24, 2023	BUY	$13.62 - $15.34 $8.91 Million - $10 Million	654,012 New	654,012 $9.78 Million
Q4 2022 Jan 17, 2023	BUY	$14.35 - $17.95 $1.04 Million - $1.3 Million	72,633 Added 22.49%	395,529 $0
Q3 2022 Oct 13, 2022	BUY	N/A	11,260 Added 3.61%	322,896 $5.22 Million

Q2 2022 Jul 22, 2022	BUY	N/A	311,636 New	311,636 $5.62 Million

Others Institutions Holding PDBC

# of Institutions

431

Shares Held

279M

Call Options Held

101K

Put Options Held

2.1K

View Full List

About INVESCO ACT MGE ET CMDT FD TR

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Wealth Management Resources, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History