Wealth Management Solutions, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Wealth Management Solutions, LLC

$145 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	N/A	-4,963 Reduced 25.85%	14,237 $257,000
Q1 2022 May 06, 2022	BUY	N/A	19,200 New	19,200 $339,000

Others Institutions Holding PDBC

# of Institutions

431

Shares Held

279M

Call Options Held

101K

Put Options Held

2.1K

Wells Fargo & Company San Francisco, CA

124M
Shares

$1.77 Billion
0.42% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

24M
Shares

$342 Million
1.25% of portfolio
Morgan Stanley New York, NY

22.5M
Shares

$320 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$226 Million
1.14% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

5.45M
Shares

$77.5 Million
2.77% of portfolio

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