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 $2.61 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

195,798

Previous 359,333 45.51%

Holding current value

$2.61 Million

Previous $4.83 Million 47.3%

% of portfolio

0.94%

Previous 1.93%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$12.74 - $14.23 $2.08 Million - $2.33 Million	-163,535 Reduced 45.51%	195,798 $2.54 Million
Q3 2024 Oct 31, 2024	SELL	$12.67 - $14.36 $148,847 - $168,701	-11,748 Reduced 3.17%	359,333 $4.83 Million
Q2 2024 Jul 17, 2024	BUY	$13.7 - $14.47 $299,523 - $316,357	21,863 Added 6.26%	371,081 $5.21 Million
Q1 2024 Apr 19, 2024	SELL	$13.13 - $13.89 $225,691 - $238,755	-17,189 Reduced 4.69%	349,218 $4.84 Million
Q4 2023 Jan 19, 2024	SELL	$13.3 - $15.17 $3.83 Million - $4.36 Million	-287,605 Reduced 43.98%	366,407 $4.87 Million
Q3 2023 Oct 24, 2023	BUY	$13.62 - $15.34 $8.91 Million - $10 Million	654,012 New	654,012 $9.78 Million
Q4 2022 Jan 17, 2023	BUY	$14.35 - $17.95 $1.04 Million - $1.3 Million	72,633 Added 22.49%	395,529 $0
Q3 2022 Oct 13, 2022	BUY	$15.85 - $18.23 $178,471 - $205,269	11,260 Added 3.61%	322,896 $5.22 Million
Q2 2022 Jul 22, 2022	BUY	$17.71 - $20.69 $5.52 Million - $6.45 Million	311,636 New	311,636 $5.62 Million

Others Institutions Holding PDBC

# of Institutions

440

Shares Held

282M

Call Options Held

23.5K

Put Options Held

21.5K

View Full List

About INVESCO ACT MGE ET CMDT FD TR

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Wealth Management Resources, Inc. Invesco Act Mge Et Cmdt Fd Tr Transaction History