Sar Wealth Management Group, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Sar Wealth Management Group, LLC
- $149 Billion
- Q4 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 16,065 shares of PDBC stock, worth $221,215. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,065
Previous 20,312
20.91%
Holding current value
$221,215
Previous $273 Million
23.5%
% of portfolio
0.14%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding PDBC
# of Institutions
455Shares Held
280MCall Options Held
4.3KPut Options Held
1.1K-
Wells Fargo & Company San Francisco, CA122MShares$1.67 Billion0.37% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO28.1MShares$387 Million1.24% of portfolio
-
Morgan Stanley New York, NY18.2MShares$251 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$219 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA6.5MShares$89.5 Million3.05% of portfolio