Discipline Wealth Solutions, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 19,262 shares of PDBC stock, worth $258,110. This represents 0.12% of its overall portfolio holdings.
Number of Shares
19,262
Previous 18,421
4.57%
Holding current value
$258,110
Previous $247,000
1.21%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding PDBC
# of Institutions
455Shares Held
280MCall Options Held
4.3KPut Options Held
1.1K-
Wells Fargo & Company San Francisco, CA122MShares$1.63 Billion0.37% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO28.1MShares$377 Million1.24% of portfolio
-
Morgan Stanley New York, NY18.2MShares$244 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$213 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA6.5MShares$87.1 Million3.05% of portfolio