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 $9.19 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
682,405
Previous 817,743
16.55%
Holding current value
$9.19 Million
Previous $12.2 Million
25.77%
% of portfolio
2.59%
Previous 3.76%
Shares
5 transactions
Others Institutions Holding PDBC
# of Institutions
456Shares Held
280MCall Options Held
4.3KPut Options Held
1.1K-
Wells Fargo & Company San Francisco, CA122MShares$1.64 Billion0.37% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO28.1MShares$378 Million1.24% of portfolio
-
Morgan Stanley New York, NY18.2MShares$246 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$214 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA6.5MShares$87.5 Million3.05% of portfolio