Perissos Private Wealth Management, LLC PDBA Holdings History
Perissos Private Wealth Management, LLC's Invesco Agriculture Commodity Strategy No K-1 ETF Holding Summary
As of 2025-03-31, Perissos Private Wealth Management, LLC held 76,022.00 shares of Invesco Agriculture Commodity Strategy No K-1 ETF(PDBA), totaling $2.67 Mil. This investment constitutes 2.44% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 3.8% of the outstanding Invesco Agriculture Commodity Strategy No K-1 ETF(PDBA) stock.
The initial trade took place in 2025Q1. And since then Perissos Private Wealth Management, LLC has made 1 purchases of PDBA, at an average price of $35.98, for a total of 76,022.00 shares. Based on historical transaction data and PDBA's current price of $34.49, Perissos Private Wealth Management, LLC's estimated gain on his PDBA holdings is $-113,272.78, reflecting a -4.14% gain to date.
Perissos Private Wealth Management, LLC PDBA ($34.49) Holding Chart
Perissos Private Wealth Management, LLC PDBA ($34.49) 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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