A detailed history of Epic Trust Investment Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 10,619 shares of PDBC stock, worth $144,099. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,619
Previous 11,190 5.1%
Holding current value
$144,099
Previous $155,000 3.87%
% of portfolio
0.18%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$13.7 - $14.47 $7,822 - $8,262
-571 Reduced 5.1%
10,619 $149,000
Q1 2024

Apr 19, 2024

BUY
$13.13 - $13.89 $1,772 - $1,875
135 Added 1.22%
11,190 $155,000
Q4 2023

Feb 05, 2024

BUY
$13.3 - $15.17 $147,031 - $167,704
11,055 New
11,055 $147,000
Q1 2022

Apr 20, 2022

SELL
$14.12 - $19.06 $217,532 - $293,638
-15,406 Closed
0 $0
Q4 2021

Jan 14, 2022

BUY
$13.45 - $22.71 $207,210 - $349,870
15,406 New
15,406 $217,000

Others Institutions Holding PDBC

About INVESCO ACT MGE ET CMDT FD TR


  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
Track This Portfolio

Track Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.