Jfs Wealth Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 15,800 shares of PDBC stock, worth $217,566. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,800

Previous 450 3411.11%

Holding current value

$217,566

Previous $6,000 3433.33%

% of portfolio

0.01%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$12.67 - $14.36 $194,484 - $220,426	15,350 Added 3411.11%	15,800 $212,000
Q2 2024 Jul 15, 2024	SELL	$13.7 - $14.47 $5,808 - $6,135	-424 Reduced 48.51%	450 $6,000
Q1 2024 Apr 30, 2024	BUY	$13.13 - $13.89 $5,908 - $6,250	450 Added 106.13%	874 $12,000
Q4 2023 Feb 07, 2024	SELL	$13.3 - $15.17 $3,364 - $3,838	-253 Reduced 37.37%	424 $5,000
Q3 2023 Nov 02, 2023	BUY	$13.62 - $15.34 $3,445 - $3,881	253 Added 59.67%	677 $10,000
Q2 2023 Aug 07, 2023	BUY	$13.23 - $14.66 $5,609 - $6,215	424 New	424 $5,000
Q1 2022 May 02, 2022	SELL	$14.12 - $19.06 $5,407 - $7,299	-383 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$13.45 - $22.71 $5,151 - $8,697	383 New	383 $5,000
Q4 2018 Jan 28, 2019	SELL	N/A	-37 Closed	0 $0
Q2 2018 Jul 26, 2018	BUY	N/A	37 New	37 $1,000

Others Institutions Holding PDBC

# of Institutions

431

Shares Held

294M

Call Options Held

Put Options Held

105K

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About INVESCO ACT MGE ET CMDT FD TR

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Jfs Wealth Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History