Family Wealth Group, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Family Wealth Group, LLC holds 14,176 shares of PDBC stock, worth $191,092. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,176
Previous 14,583 2.79%
Holding current value
$191,092
Previous $204,000 6.86%
% of portfolio
0.2%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$12.67 - $14.36 $5,156 - $5,844
-407 Reduced 2.79%
14,176 $190,000
Q2 2024

Aug 14, 2024
BUY
$13.7 - $14.47 $15,631 - $16,510
1,141 Added 8.49%
14,583 $204,000
Q1 2024

Aug 14, 2024
BUY
$13.13 - $13.89 $44,353 - $46,920
3,378 Added 33.57%
13,442 $186,000
Q4 2023

Feb 14, 2024
BUY
$13.3 - $15.17 $133,851 - $152,670
10,064 New
10,064 $133,000

Others Institutions Holding PDBC

# of Institutions
455
Shares Held
280M
Call Options Held
4.3K
Put Options Held
1.1K
View Full List

About INVESCO ACT MGE ET CMDT FD TR

PDBC Quotes by TradingView
  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email