Palumbo Wealth Management LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Palumbo Wealth Management LLC
- $389 Million
- Q4 2025
A detailed history of Palumbo Wealth Management LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 86,451 shares of PDBC stock, worth $1.18 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
86,451
Previous 89,608
3.52%
Holding current value
$1.18 Million
Previous $1.2 Million
1.91%
% of portfolio
0.3%
Previous 0.33%
Shares
17 transactions
Others Institutions Holding PDBC
# of Institutions
431Shares Held
300MCall 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
-
Lpl Financial LLC Fort Mill, SC30.3MShares$415 Million0.13% of portfolio
-
Morgan Stanley New York, NY18.3MShares$250 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$217 Million1.14% of portfolio