Surevest, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Surevest, LLC holds 323 shares of PDBC stock, worth $4,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares

323

Holding current value

$4,412

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$15.85 - $18.23 $5,119 - $5,888	323 New	323 $5,000

Others Institutions Holding PDBC

# of Institutions

425

Shares Held

299M

Call Options Held

33.5K

Put Options Held

Wells Fargo & Company San Francisco, CA

100M
Shares

$1.37 Billion
0.26% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

32.8M
Shares

$448 Million
1.23% of portfolio
Lpl Financial LLC Fort Mill, SC

30.3M
Shares

$415 Million
0.13% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$250 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$217 Million
1.14% of portfolio

View Full List

About INVESCO ACT MGE ET CMDT FD TR

Ticker PDBC
Sector ETFs
Industry ETFs

More about PDBC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Account