Number of Shares
109,285.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
1.01%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
13.40%

LFA - Lugano Financial Advisors SA's Invesco Optimum Yield Diversified Commodity Holding Summary

As of 2025-03-31, LFA - Lugano Financial Advisors SA held 109,285.00 shares of Invesco Optimum Yield Diversified Commodity(PDBC), totaling $1.49 Mil. This investment constitutes 1.01% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0.03% of the outstanding Invesco Optimum Yield Diversified Commodity(PDBC) stock.

The initial trade took place in 2020Q2. And since then LFA - Lugano Financial Advisors SA has made 6 purchases of PDBC, at an average price of $12.65, for a total of 656,966.00 shares. In addition, there have been 14 sales at an average price of $14.53 for 547,681.00 shares. Based on historical transaction data and PDBC's current price of $13.40, LFA - Lugano Financial Advisors SA's estimated gain on his PDBC holdings is $1.11 Mil, reflecting a 13.40% gain to date.

LFA - Lugano Financial Advisors SA PDBC ($13.40) Holding Chart

LFA - Lugano Financial Advisors SA 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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