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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.4K+ 11.8% |
$578K - $645K
|
430K
$5.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.5K- 6.25% |
$19.1K - $21.3K
|
22.4K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
14.3K+ 26.95% |
$183K - $204K
|
67.5K
$905K
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.39M- 51.41% |
$17.8M - $19.8M
|
1.32M
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2.41K+ 8.56% |
$30.7K - $34.3K
|
30.5K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-567- 1.32% |
$7.22K - $8.07K
|
42.2K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
685New |
$8.73K - $9.75K
|
685
$9.18K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-102K- 59.43% |
$1.29M - $1.44M
|
69.3K
$928K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-57- 1.24% |
$726 - $811
|
4.54K
$60.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
11.9KNew |
$152K - $170K
|
11.9K
$160K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.35K+ 18.96% |
$29.9K - $33.4K
|
14.7K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.89K- 3.37% |
$24K - $26.9K
|
54.1K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
601New |
$7.66K - $8.55K
|
601
$8.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.26K- 1.49% |
$16K - $17.9K
|
83.2K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11.2K+ 20.72% |
$143K - $160K
|
65.4K
$876K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-639- 5.33% |
$8.14K - $9.09K
|
11.3K
$152K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-181- 1.05% |
$2.31K - $2.58K
|
17.1K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
26K+ 9.87% |
$332K - $370K
|
290K
$3.88M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
259KNew |
$3.3M - $3.69M
|
259K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26.1KNew |
$333K - $372K
|
26.1K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.08K- 4.91% |
$13.8K - $15.4K
|
20.9K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
16.4K+ 37.49% |
$209K - $234K
|
60.3K
$808K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
106New |
$1.35K - $1.51K
|
106
$1.42K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
578+ 2.54% |
$7.36K - $8.22K
|
23.3K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-651- 49.06% |
$8.29K - $9.26K
|
676
$9.06K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.3K+ 137.44% |
$245K - $274K
|
33.3K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.01K+ 26.29% |
$89.3K - $99.8K
|
33.7K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.04K- 6.99% |
$38.8K - $43.3K
|
40.5K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-18.7K- 35.94% |
$239K - $267K
|
33.4K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
20.9KNew |
$266K - $298K
|
20.9K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 37.6% |
$148K - $166K
|
19.3K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-73- 7.9% |
$930 - $1.04K
|
851
$11.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
7.72K+ 1.8% |
$98.3K - $110K
|
436K
$5.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.36K+ 11.39% |
$81.1K - $90.5K
|
62.2K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-136- 62.96% |
$1.73K - $1.94K
|
80
$1.07K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-76.7K- 19.39% |
$977K - $1.09M
|
319K
$4.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.1K- 80.03% |
$307K - $343K
|
6.02K
$80.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-164K- 45.51% |
$2.08M - $2.33M
|
196K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.64K- 6.03% |
$46.4K - $51.8K
|
56.7K
$760K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
739+ 2.87% |
$9.41K - $10.5K
|
26.5K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-176- 8.15% |
$2.24K - $2.5K
|
1.98K
$26.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-230K- 75.08% |
$2.93M - $3.27M
|
76.2K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.6K- 45.87% |
$135K - $151K
|
12.5K
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.05K+ 9.65% |
$51.6K - $57.7K
|
46.1K
$617K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
29.8KNew |
$379K - $423K
|
29.8K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
210KNew |
$2.67M - $2.99M
|
210K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
645KNew |
$8.22M - $9.18M
|
645K
$8.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-520K- 59.01% |
$6.63M - $7.41M
|
362K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-343K- 61.47% |
$4.37M - $4.88M
|
215K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-58.9K- 6.18% |
$750K - $838K
|
893K
$12M
|