Slate Stone Wealth, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Slate Stone Wealth, LLC
- $1.16 Billion
- Q3 2025
A detailed history of Slate Stone Wealth, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 40,000 shares of PDBC stock, worth $546,400. This represents 0.05% of its overall portfolio holdings.
Number of Shares
40,000
Previous 25,000
60.0%
Holding current value
$546,400
Previous $326,000
64.72%
% of portfolio
0.05%
Previous 0.03%
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
-
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