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

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

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 52,015 shares of PDBC stock, worth $661,630. This represents 0.03% of its overall portfolio holdings.

Number of Shares
52,015
Previous 33,272 56.33%
Holding current value
$661,630
Previous $432 Million 64.03%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$13.05 - $13.97 $244,596 - $261,839
18,743 Added 56.33%
52,015 $709 Million
Q4 2024

Jan 22, 2025
BUY
$12.74 - $14.23 $245,359 - $274,055
19,259 Added 137.44%
33,272 $432 Million
Q3 2024

Oct 21, 2024
BUY
$12.67 - $14.36 $177,544 - $201,226
14,013 New
14,013 $188 Million

Others Institutions Holding PDBC

# of Institutions
460
Shares Held
283M
Call Options Held
4.3K
Put Options Held
1.1K
View Full List

About INVESCO ACT MGE ET CMDT FD TR

PDBC Quotes by TradingView
  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
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