Carolinas Wealth Consulting LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 532 shares of PDBC stock, worth $6,857. This represents 0.0% of its overall portfolio holdings.
Number of Shares
532
Previous 963
44.76%
Holding current value
$6,857
Previous $12,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PDBC
# of Institutions
461Shares Held
282MCall Options Held
4.3KPut Options Held
1.1K-
Wells Fargo & Company San Francisco, CA122MShares$1.57 Billion0.37% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO28.1MShares$362 Million1.24% of portfolio
-
Morgan Stanley New York, NY18.2MShares$235 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$205 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA6.57MShares$84.6 Million3.2% of portfolio