Congress Wealth Management LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 123,442 shares of PDBC stock, worth $1.69 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
123,442
Previous 127,681 3.32%
Holding current value
$1.69 Million
Previous $1.74 Million 7.53%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$12.21 - $13.9 $51,758 - $58,922
-4,239 Reduced 3.32%
123,442 $1.61 Million
Q1 2025

May 14, 2025
BUY
$13.05 - $13.97 $5,533 - $5,923
424 Added 0.33%
127,681 $1.74 Million
Q4 2024

Feb 11, 2025
BUY
$12.74 - $14.23 $190,106 - $212,340
14,922 Added 13.28%
127,257 $1.65 Million
Q3 2024

Nov 12, 2024
SELL
$12.67 - $14.36 $445,249 - $504,639
-35,142 Reduced 23.83%
112,335 $1.51 Million
Q2 2024

Aug 13, 2024
SELL
$13.7 - $14.47 $260,272 - $274,901
-18,998 Reduced 11.41%
147,477 $2.07 Million
Q1 2024

Apr 18, 2024
SELL
$13.13 - $13.89 $172,974 - $182,986
-13,174 Reduced 7.33%
166,475 $2.31 Million
Q4 2023

Feb 09, 2024
BUY
$13.3 - $15.17 $974,557 - $1.11 Million
73,275 Added 68.88%
179,649 $2.39 Million
Q3 2023

Oct 30, 2023
SELL
$13.62 - $15.34 $55,024 - $61,973
-4,040 Reduced 3.66%
106,374 $1.59 Million
Q2 2023

Jul 13, 2023
SELL
$13.23 - $14.66 $95,547 - $105,874
-7,222 Reduced 6.14%
110,414 $1.5 Million
Q1 2023

Apr 14, 2023
SELL
$13.58 - $15.17 $52,608 - $58,768
-3,874 Reduced 3.19%
117,636 $1.67 Million
Q4 2022

Feb 02, 2023
SELL
$14.35 - $17.95 $112,704 - $140,979
-7,854 Reduced 6.07%
121,510 $1.8 Million
Q3 2022

Nov 08, 2022
SELL
$15.85 - $18.23 $1.88 Million - $2.16 Million
-118,556 Reduced 47.82%
129,364 $2.09 Million
Q2 2022

Aug 11, 2022
SELL
$17.71 - $20.69 $174,726 - $204,127
-9,866 Reduced 3.83%
247,920 $4.47 Million
Q1 2022

May 16, 2022
SELL
$14.12 - $19.06 $91,299 - $123,241
-6,466 Reduced 2.45%
257,786 $4.55 Million
Q4 2021

Feb 04, 2022
BUY
$13.45 - $22.71 $3.55 Million - $6 Million
264,252 New
264,252 $3.72 Million

Others Institutions Holding PDBC

# of Institutions
426
Shares Held
300M
Call Options Held
33.5K
Put Options Held
0
View Full List

About INVESCO ACT MGE ET CMDT FD TR

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