Latest Institutional Transactions on Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5K+ 102.18% |
$19.1K - $21.3K
|
2.97K
$39.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.39K- 77.35% |
$120K - $134K
|
2.75K
$36.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.86K+ 53.81% |
$100K - $112K
|
22.5K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40.2K+ 33.84% |
$512K - $572K
|
159K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
82New |
$1.04K - $1.17K
|
82
$1.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 1.23% |
$168K - $187K
|
1.06M
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
26.6K+ 34.89% |
$338K - $378K
|
103K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.9KNew |
$470K - $525K
|
36.9K
$494K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.16M+ 70.2% |
$14.8M - $16.5M
|
2.81M
$37.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
50.9KNew |
$649K - $724K
|
50.9K
$682K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.02K+ 7.8% |
$25.7K - $28.7K
|
27.9K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.6KNew |
$199K - $223K
|
15.6K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
437K+ 372.95% |
$5.56M - $6.22M
|
554K
$7.42M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.48K- 0.62% |
$69.9K - $78K
|
879K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-964- 4.78% |
$12.3K - $13.7K
|
19.2K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.67K- 25.68% |
$72.2K - $80.6K
|
16.4K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.15M- 98.5% |
$78.3M - $87.5M
|
93.8K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
568New |
$7.24K - $8.08K
|
568
$7.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-125K- 11.86% |
$1.59M - $1.77M
|
927K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-21.7K- 5.5% |
$276K - $309K
|
373K
$4.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
189New |
$2.41K - $2.69K
|
189
$2.53K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
7.98K+ 6.41% |
$102K - $114K
|
132K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14K+ 7.38% |
$179K - $200K
|
204K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 9.91% |
$151K - $168K
|
131K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
209+ 1.42% |
$2.66K - $2.97K
|
14.9K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
277KNew |
$3.53M - $3.95M
|
277K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.5KNew |
$134K - $150K
|
10.5K
$141K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 1.27% |
$23.3K - $26K
|
145K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.2KNew |
$194K - $216K
|
15.2K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-237- 5.11% |
$3.02K - $3.37K
|
4.4K
$59K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 3.09% |
$293 - $327
|
767
$10.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.03K+ 10.28% |
$102K - $114K
|
86.1K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
108New |
$1.38K - $1.54K
|
108
$1.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
49+ 2.72% |
$624 - $697
|
1.85K
$24.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.59K- 22.79% |
$45.8K - $51.1K
|
12.2K
$163K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.03% |
$17.2K - $19.2K
|
65.2K
$873K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.3K+ 95.22% |
$628K - $701K
|
101K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-40.7K- 80.07% |
$518K - $579K
|
10.1K
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
19.3K+ 3.22% |
$246K - $275K
|
619K
$8.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.51K- 61.03% |
$19.2K - $21.5K
|
964
$12.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
16.9KNew |
$216K - $241K
|
16.9K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.29K- 64.13% |
$29.2K - $32.6K
|
1.28K
$17.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
276K+ 97.54% |
$3.52M - $3.93M
|
560K
$7.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.08M+ 178.95% |
$13.8M - $15.4M
|
1.68M
$22.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-18.2K- 16.39% |
$232K - $259K
|
92.9K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
612+ 4.41% |
$7.8K - $8.71K
|
14.5K
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.33K- 1.67% |
$16.9K - $18.9K
|
78.3K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
34.2K+ 35.84% |
$435K - $486K
|
129K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-146K- 11.82% |
$1.85M - $2.07M
|
1.09M
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
19.5K+ 4.11% |
$249K - $278K
|
495K
$6.63M
|