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Get Institutions for : 
Invesco DB Energy (DBE)  
$20.12 0.21 (1.04%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 46    1
Total shares held : 
2,029,019  
% of shares held : 
22.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
60,431  
% of shares held change : 
  0.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$23.16  
Last Quarter's Ending Price : 
$19.19  
Last Quarter's Average Price
$21.50  
Change from last quarter's     
avg. price to the last closing  : 
1.38 (6.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 248,573
 12.25%
 
Increased Positions :
14
 495,712
 24.43%
 
Unchanged Positions :
9
 1,541
 0.08%
 
Decreased Positions :
15
-647,187
-31.9%
 
Closed Positions :
7
-36,667
-1.81%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   APCM Wealth Management for Individuals 22 *New 2024-03-31 308,133 $6,385,000 308,133
   ADVISORY SERVICES NETWORK, LLC 264 *New 2023-12-31 183,903 $3,529,000 183,903
   Foundations Investment Advisors LLC 483 *New 2023-12-31 19,713 $386,000 19,713
   Arete Wealth Advisors LLC 634 *New 2023-12-31 11,785 $226,000 11,785
   STIFEL FINANCIAL CORP 2995 *New 2023-12-31 11,765 $226,000 11,765
   KISTLERTIFFANY COMPANIES, LLC 521 *New 2023-06-30 1,945 $39,000 1,945
   WESTEND ADVISORS LLC 58 *New 2023-12-31 1,322 $25,000 1,322
   Coppell Advisory Solutions LLC 688 *New 2023-12-31 1,184 $23,000 1,184
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 200 $4,000 200

  9 Records found
  1    
  Page 1 of 1
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