M Wealth Management, LLC PDBC Holdings History
M Wealth Management, LLC's Invesco Optimum Yield Diversified Commodity Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 256,276.00 shares of Invesco Optimum Yield Diversified Commodity(PDBC), totaling $3.49 Mil. This investment constitutes 3.25% of their stock portfolio, and M Wealth Management, LLC now holds 0.08% of the outstanding Invesco Optimum Yield Diversified Commodity(PDBC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $13.45 for 2,832.00 shares. Based on historical transaction data and PDBC's current price of $13.45, M Wealth Management, LLC's estimated gain on his PDBC holdings is $-10,364.32, reflecting a -0.30% gain to date.
M Wealth Management, LLC PDBC ($13.45) Holding Chart
M Wealth Management, LLC PDBC ($13.45) 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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