Briaud Financial Planning, Inc PDBC Holdings History
Briaud Financial Planning, Inc's Invesco Optimum Yield Diversified Commodity Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 2.51 Mil shares of Invesco Optimum Yield Diversified Commodity(PDBC), totaling $34.20 Mil. This investment constitutes 13.59% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0.71% of the outstanding Invesco Optimum Yield Diversified Commodity(PDBC) stock.
The initial trade took place in 2024Q1. And since then Briaud Financial Planning, Inc has made 4 purchases of PDBC, at an average price of $13.58, for a total of 2.81 Mil shares. In addition, there have been 1 sales at an average price of $13.45 for 298,880.00 shares. Based on historical transaction data and PDBC's current price of $13.31, Briaud Financial Planning, Inc's estimated gain on his PDBC holdings is $-730,320.18, reflecting a -1.91% gain to date.
Briaud Financial Planning, Inc PDBC ($13.31) Holding Chart
Briaud Financial Planning, Inc PDBC ($13.31) 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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