M Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
M Wealth Management, LLC
- $114 Billion
- Q3 2025
A detailed history of M Wealth Management, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, M Wealth Management, LLC holds 253,188 shares of PDBC stock, worth $3.46 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
253,188
Previous 257,178
1.55%
Holding current value
$3.46 Million
Previous $3.35 Billion
1.39%
% of portfolio
2.99%
Previous 3.09%
Shares
4 transactions
Others Institutions Holding PDBC
# of Institutions
425Shares Held
299MCall Options Held
33.5KPut Options Held
0-
Wells Fargo & Company San Francisco, CA100MShares$1.37 Billion0.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO32.8MShares$448 Million1.23% of portfolio
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Lpl Financial LLC Fort Mill, SC30.3MShares$415 Million0.13% of portfolio
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Morgan Stanley New York, NY18.3MShares$250 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$217 Million1.14% of portfolio