MFA
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McClarren Financial Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

McClarren Financial Advisors’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23
Closed -$9K – 253
2024
Q2 		$9K Sell
23
-384
-94% -$8.98K 0.01% 248
2024
Q1 		$10K Sell
407
-296
-42% -$6.58K 0.01% 240
2023
Q4 		$16K Buy
703
+33
+5% +$788 0.01% 248
2023
Q3 		$16K Hold
670
– – 0.01% 235
2023
Q2 		$15K Hold
670
– – 0.01% 240
2023
Q1 		$15K Hold
670
– – 0.01% 228
2022
Q4 		$16K Buy
670
+3
+0.4% +$75 0.02% 224
2022
Q3 		$15K Buy
+667
New +$16.9K 0.02% 214

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return