Latest Institutional Transactions on Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
27+ 4.46% |
$344 - $384
|
633
$8.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-210- 3.5% |
$2.68K - $2.99K
|
5.8K
$77.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.7KNew |
$137K - $153K
|
10.7K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18KNew |
$229K - $256K
|
18K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
106KNew |
$1.35M - $1.51M
|
106K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.32K+ 19.8% |
$93.2K - $104K
|
44.3K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
763New |
$9.72K - $10.9K
|
763
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.55K- 18.41% |
$32.5K - $36.3K
|
11.3K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.17M- 97.66% |
$14.9M - $16.7M
|
28.1K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3.26KNew |
$41.5K - $46.3K
|
3.26K
$43.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17.1K+ 71.87% |
$217K - $243K
|
40.8K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
224+ 1.11% |
$2.85K - $3.19K
|
20.4K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
27.9K+ 6.17% |
$356K - $398K
|
481K
$6.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 40.0% |
$382 - $427
|
45
$603
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
10.2KNew |
$129K - $145K
|
10.2K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.57K- 25.24% |
$45.4K - $50.8K
|
10.6K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.24K+ 0.72% |
$15.8K - $17.7K
|
173K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.4KNew |
$171K - $191K
|
13.4K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
67.9KNew |
$865K - $966K
|
67.9K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
210New |
$2.68K - $2.99K
|
210
$2.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
62New |
$790 - $882
|
62
$831
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.48KNew |
$31.5K - $35.2K
|
2.48K
$33.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
25New |
$319 - $356
|
25
$335
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.28KNew |
$54.5K - $60.9K
|
4.28K
$57.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-764- 1.16% |
$9.73K - $10.9K
|
64.9K
$869K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-111K- 30.73% |
$1.42M - $1.58M
|
251K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-264- 97.42% |
$3.36K - $3.76K
|
7
$93.8
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
112+ 0.77% |
$1.43K - $1.59K
|
14.6K
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-65- 4.16% |
$828 - $925
|
1.5K
$20K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
840+ 2.03% |
$10.7K - $12K
|
42.2K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-89- 4.01% |
$1.13K - $1.27K
|
2.13K
$28.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
15New |
$191 - $213
|
15
$201
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.63K+ 1.59% |
$59K - $65.9K
|
295K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
22+ 0.01% |
$280 - $313
|
252K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
201New |
$2.56K - $2.86K
|
201
$2.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.88K+ 10.53% |
$23.9K - $26.7K
|
19.7K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-752- 6.05% |
$9.58K - $10.7K
|
11.7K
$156K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
142New |
$1.81K - $2.02K
|
142
$1.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.95K- 10.55% |
$63K - $70.4K
|
41.9K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.86K+ 53.81% |
$100K - $112K
|
22.5K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
82New |
$1.04K - $1.17K
|
82
$1.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.9KNew |
$470K - $525K
|
36.9K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.15M- 98.5% |
$78.3M - $87.5M
|
93.8K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
568New |
$7.24K - $8.08K
|
568
$7.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
189New |
$2.41K - $2.69K
|
189
$2.53K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.5KNew |
$134K - $150K
|
10.5K
$141K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.2KNew |
$194K - $216K
|
15.2K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 3.09% |
$293 - $327
|
767
$10.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
49+ 2.72% |
$624 - $697
|
1.85K
$24.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.03% |
$17.2K - $19.2K
|
65.2K
$873K
|