Wealthspire Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 60,527 shares of PDBC stock, worth $814,693. This represents 0.01% of its overall portfolio holdings.

Number of Shares
60,527
Previous 74,262 18.5%
Holding current value
$814,693
Previous $997,000 21.16%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$12.74 - $14.23 $174,983 - $195,449
-13,735 Reduced 18.5%
60,527 $786,000
Q3 2024

Nov 13, 2024
SELL
$12.67 - $14.36 $557 - $631
-44 Reduced 0.06%
74,262 $997,000
Q2 2024

Aug 08, 2024
BUY
$13.7 - $14.47 $28,770 - $30,387
2,100 Added 2.91%
74,306 $1.04 Million
Q1 2024

May 06, 2024
SELL
$13.13 - $13.89 $90,544 - $95,785
-6,896 Reduced 8.72%
72,206 $1 Million
Q4 2023

Feb 06, 2024
SELL
$13.3 - $15.17 $129,129 - $147,285
-9,709 Reduced 10.93%
79,102 $1.05 Million
Q3 2023

Nov 06, 2023
SELL
$13.62 - $15.34 $63,101 - $71,070
-4,633 Reduced 4.96%
88,811 $1.33 Million
Q2 2023

Jul 31, 2023
SELL
$13.23 - $14.66 $70,846 - $78,504
-5,355 Reduced 5.42%
93,444 $1.27 Million
Q1 2023

May 09, 2023
SELL
$13.58 - $15.17 $139,806 - $156,175
-10,295 Reduced 9.44%
98,799 $1.4 Million
Q4 2022

Feb 13, 2023
BUY
$14.35 - $17.95 $481,542 - $602,348
33,557 Added 44.42%
109,094 $1.61 Million
Q3 2022

Nov 14, 2022
SELL
$15.85 - $18.23 $65,032 - $74,797
-4,103 Reduced 5.15%
75,537 $1.22 Million
Q2 2022

Aug 09, 2022
BUY
$17.71 - $20.69 $732,715 - $856,007
41,373 Added 108.12%
79,640 $1.44 Million
Q1 2022

May 09, 2022
SELL
$14.12 - $19.06 $189,278 - $255,499
-13,405 Reduced 25.94%
38,267 $675,000
Q4 2021

Feb 14, 2022
BUY
$13.45 - $22.71 $261,817 - $442,072
19,466 Added 60.44%
51,672 $727,000
Q3 2021

Nov 15, 2021
BUY
$18.68 - $21.1 $137,372 - $155,169
7,354 Added 29.59%
32,206 $678,000
Q2 2021

Aug 13, 2021
BUY
$17.26 - $20.1 $428,945 - $499,525
24,852 New
24,852 $499,000
Q2 2020

Aug 14, 2020
SELL
$11.22 - $13.07 $126,101 - $146,893
-11,239 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$11.3 - $16.8 $127,000 - $188,815
11,239 New
11,239 $133,000

Others Institutions Holding PDBC

# of Institutions
458
Shares Held
281M
Call Options Held
4.3K
Put Options Held
1.1K
View Full List

About INVESCO ACT MGE ET CMDT FD TR

PDBC Quotes by TradingView
  • Ticker PDBC
  • Sector ETFs
  • Industry ETFs
More about PDBC
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email