Plan Group Financial, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Plan Group Financial, LLC holds 329,999 shares of PDBC stock, worth $4.51 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
329,999
Previous 275,435 19.81%
Holding current value
$4.51 Million
Previous $3.59 Million 23.39%
% of portfolio
1.25%
Previous 1.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$12.9 - $13.59 $703,875 - $741,524
54,564 Added 19.81%
329,999 $4.43 Million
Q2 2025

Aug 13, 2025
SELL
$12.21 - $13.9 $556,080 - $633,047
-45,543 Reduced 14.19%
275,435 $3.59 Million
Q1 2025

May 09, 2025
BUY
$13.05 - $13.97 $1.82 Million - $1.95 Million
139,415 Added 76.79%
320,978 $4.37 Million
Q4 2024

Jan 31, 2025
BUY
$12.74 - $14.23 $17,390 - $19,423
1,365 Added 0.76%
181,563 $2.36 Million
Q3 2024

Oct 22, 2024
BUY
$12.67 - $14.36 $121,239 - $137,410
9,569 Added 5.61%
180,198 $2.42 Million
Q2 2024

Aug 05, 2024
SELL
$13.7 - $14.47 $343,390 - $362,690
-25,065 Reduced 12.81%
170,629 $2.4 Million
Q1 2024

Apr 26, 2024
BUY
$13.13 - $13.89 $240,659 - $254,589
18,329 Added 10.33%
195,694 $2.71 Million
Q4 2023

Jan 29, 2024
SELL
$13.3 - $15.17 $1.25 Million - $1.42 Million
-93,653 Reduced 34.56%
177,365 $2.36 Million
Q3 2023

Nov 13, 2023
SELL
$13.62 - $15.34 $644,743 - $726,164
-47,338 Reduced 14.87%
271,018 $4.05 Million
Q2 2023

Aug 10, 2023
BUY
$13.23 - $14.66 $3.85 Million - $4.27 Million
291,100 Added 1068.02%
318,356 $4.33 Million
Q2 2022

Aug 12, 2022
BUY
$17.71 - $20.69 $482,703 - $563,926
27,256 New
27,256 $491,000

Others Institutions Holding PDBC

# of Institutions
425
Shares Held
299M
Call Options Held
33.5K
Put Options Held
0
View Full List

About INVESCO ACT MGE ET CMDT FD TR

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