JFG Wealth Management, LLC PDBC Holdings History
JFG Wealth Management, LLC's Invesco Optimum Yield Diversified Commodity Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 547,106.00 shares of Invesco Optimum Yield Diversified Commodity(PDBC), totaling $7.46 Mil. This investment constitutes 1.69% of their stock portfolio, and JFG Wealth Management, LLC now holds 0.16% of the outstanding Invesco Optimum Yield Diversified Commodity(PDBC) stock.
The initial trade took place in 2022Q3. And since then JFG Wealth Management, LLC has made 4 purchases of PDBC, at an average price of $14.49, for a total of 740,181.00 shares. In addition, there have been 7 sales at an average price of $14.33 for 193,075.00 shares. Based on historical transaction data and PDBC's current price of $13.43, JFG Wealth Management, LLC's estimated gain on his PDBC holdings is $-612,534.62, reflecting a -5.71% gain to date.
JFG Wealth Management, LLC PDBC ($13.43) Holding Chart
JFG Wealth Management, LLC PDBC ($13.43) 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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