Purchases and Sales Made in Q4 2024 in Invesco Db Energy Fund (DBE)
This table provides information about the institutional ownership of Invesco Db Energy Fund (DBE) during Q4 2024. The information is specifically focused on institutions that hold shares of Invesco DB Energy Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
84.3KNew |
$1.51M - $1.74M
|
84.3K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
18.7KNew |
$336K - $385K
|
18.7K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
407+ 6.17% |
$7.31K - $8.38K
|
7K
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
165New |
$2.97K - $3.4K
|
165
$3.13K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
24+ 6.43% |
$431 - $494
|
397
$7.53K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200- 5.53% |
$3.59K - $4.12K
|
3.42K
$64.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-253- 19.57% |
$4.55K - $5.21K
|
1.04K
$19.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.63K- 14.48% |
$101K - $116K
|
33.3K
$630K
|