Kingswood Wealth Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,237 shares of PDBC stock, worth $167,157. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,237
Previous 45,901
73.34%
Holding current value
$167,157
Previous $599 Million
72.54%
% of portfolio
0.01%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding PDBC
# of Institutions
425Shares Held
299MCall Options Held
33.5KPut Options Held
0-
Wells Fargo & Company San Francisco, CA100MShares$1.37 Billion0.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO32.8MShares$448 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.3MShares$415 Million0.13% of portfolio
-
Morgan Stanley New York, NY18.3MShares$250 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$217 Million1.14% of portfolio