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 $220,090. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,065
Previous 20,312 20.91%
Holding current value
$220,090
Previous $273 Million 23.5%
% of portfolio
0.14%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

SELL
$12.74 - $14.23 $54,106 - $60,434
-4,247 Reduced 20.91%
16,065 $209 Million
Q3 2024

Oct 17, 2024

SELL
$12.67 - $14.36 $24,111 - $27,327
-1,903 Reduced 8.57%
20,312 $273 Million
Q1 2024

Apr 15, 2024

SELL
$13.13 - $13.89 $3,952 - $4,180
-301 Reduced 1.34%
22,215 $308 Million
Q4 2023

Feb 12, 2024

BUY
$13.3 - $15.17 $299,462 - $341,567
22,516 New
22,516 $299 Million

Others Institutions Holding PDBC

About INVESCO ACT MGE ET CMDT FD TR


  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
Track This Portfolio

Track Sar Wealth Management Group, LLC Portfolio

Follow Sar Wealth Management 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 Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.