Number of Shares
1.07 Mil
Current Holdings Value*
$12.96 Bil
% of Portfolio
15.16%
Total Estimate Gain
$-5.05 Mil
% of Total Estimate Gain
-26.12%

B. Riley Wealth Management, Inc.'s Invesco Optimum Yield Diversified Commodity Holding Summary

As of 2022-06-30, B. Riley Wealth Management, Inc. held 1.07 Mil shares of Invesco Optimum Yield Diversified Commodity(PDBC), totaling $12.96 Bil. This investment constitutes 15.16% of their stock portfolio, and B. Riley Wealth Management, Inc. now holds 0.23% of the outstanding Invesco Optimum Yield Diversified Commodity(PDBC) stock.

The initial trade took place in 2022Q1. And since then B. Riley Wealth Management, Inc. has made 2 purchases of PDBC, at an average price of $18.14, for a total of 1.07 Mil shares. Based on historical transaction data and PDBC's current price of $13.40, B. Riley Wealth Management, Inc.'s estimated gain on his PDBC holdings is $-5.05 Mil, reflecting a -26.12% gain to date.

B. Riley Wealth Management, Inc. PDBC ($13.40) Holding Chart

B. Riley Wealth Management, Inc. PDBC ($13.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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