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

Evermay Wealth Management LLC

$654 Million
Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 191 shares of PDBC stock, worth $2,461. This represents 0.0% of its overall portfolio holdings.

Number of Shares

191

Previous 191 -0.0%

Holding current value

$2,461

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$13.13 - $13.89 $4,135 - $4,375	-315 Reduced 62.25%	191 $2,000
Q4 2023 Feb 09, 2024	BUY	$13.3 - $15.17 $2,992 - $3,413	225 Added 80.07%	506 $6,000
Q3 2023 Nov 13, 2023	SELL	$13.62 - $15.34 $272 - $306	-20 Reduced 6.64%	281 $4,000
Q1 2023 May 15, 2023	SELL	$13.58 - $15.17 $706 - $788	-52 Reduced 14.73%	301 $4,000
Q4 2022 Jan 19, 2023	SELL	$14.35 - $17.95 $14,622 - $18,291	-1,019 Reduced 74.27%	353 $0
Q3 2022 Nov 14, 2022	SELL	$15.85 - $18.23 $5,563 - $6,398	-351 Reduced 20.37%	1,372 $22,000
Q2 2022 Aug 15, 2022	SELL	$17.71 - $20.69 $95,138 - $111,146	-5,372 Reduced 75.72%	1,723 $31,000
Q1 2022 May 16, 2022	BUY	$14.12 - $19.06 $99,037 - $133,686	7,014 Added 8659.26%	7,095 $125,000
Q4 2021 Feb 14, 2022	BUY	$13.45 - $22.71 $1,089 - $1,839	81 New	81 $1,000

Others Institutions Holding PDBC

# of Institutions

460

Shares Held

281M

Call Options Held

4.3K

Put Options Held

1.1K

View Full List

About INVESCO ACT MGE ET CMDT FD TR

Ticker PDBC
Sector ETFs
Industry ETFs

More about PDBC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Account

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