Engrave Wealth Partners LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 682,405 shares of PDBC stock, worth $9.32 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
682,405
Previous 817,743
16.55%
Holding current value
$9.32 Million
Previous $12.2 Million
25.77%
% of portfolio
2.59%
Previous 3.76%
Shares
5 transactions
Others Institutions Holding PDBC
# of Institutions
425Shares Held
299MCall Options Held
33.5KPut Options Held
0-
Wells Fargo & Company San Francisco, CA100MShares$1.37 Billion0.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO32.8MShares$448 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.3MShares$415 Million0.13% of portfolio
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Morgan Stanley New York, NY18.3MShares$250 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$217 Million1.14% of portfolio