Briaud Financial Planning, Inc Invesco Act Mge Et Cmdt Fd Tr Transaction History

Briaud Financial Planning, Inc

$245 Million
Q4 2024

A detailed history of Briaud Financial Planning, Inc transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 2,808,359 shares of PDBC stock, worth $38.7 Million. This represents 14.87% of its overall portfolio holdings.

Number of Shares

2,808,359

Previous 1,650,044 70.2%

Holding current value

$38.7 Million

Previous $22.2 Million 64.62%

% of portfolio

14.87%

Previous 11.44%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$12.74 - $14.23 $14.8 Million - $16.5 Million	1,158,315 Added 70.2%	2,808,359 $36.5 Million
Q3 2024 Nov 08, 2024	BUY	$12.67 - $14.36 $6.29 Million - $7.13 Million	496,745 Added 43.07%	1,650,044 $22.2 Million
Q2 2024 Jul 26, 2024	BUY	$13.7 - $14.47 $6.77 Million - $7.15 Million	493,988 Added 74.92%	1,153,299 $16.2 Million
Q1 2024 May 03, 2024	BUY	$13.13 - $13.89 $8.66 Million - $9.16 Million	659,311 New	659,311 $9.15 Million

Others Institutions Holding PDBC

# of Institutions

455

Shares Held

280M

Call Options Held

4.3K

Put Options Held

1.1K

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About INVESCO ACT MGE ET CMDT FD TR

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Briaud Financial Planning, Inc Invesco Act Mge Et Cmdt Fd Tr Transaction History