Wealth Management Resources, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 2024
A detailed history of Wealth Management Resources, Inc. transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 195,798 shares of PDBC stock, worth $2.59 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
195,798
Previous 359,333
45.51%
Holding current value
$2.59 Million
Previous $4.83 Million
47.3%
% of portfolio
0.94%
Previous 1.93%
Shares
9 transactions
Others Institutions Holding PDBC
# of Institutions
456Shares Held
280MCall Options Held
4.3KPut Options Held
1.1K-
Wells Fargo & Company San Francisco, CA122MShares$1.61 Billion0.37% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO28.1MShares$372 Million1.24% of portfolio
-
Morgan Stanley New York, NY18.2MShares$242 Million0.02% of portfolio
-
Personal Capital Advisors Corp15.9MShares$211 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA6.5MShares$86.2 Million3.05% of portfolio