Kingswood Wealth Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 33,272 shares of PDBC stock, worth $449,172. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,272
Previous 14,013
137.44%
Holding current value
$449,172
Previous $188 Million
129.66%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PDBC
# of Institutions
455Shares 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$379 Million1.24% of portfolio
-
Morgan Stanley New York, NY18.2MShares$246 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$215 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA6.5MShares$87.8 Million3.05% of portfolio