SFP
DBA icon

Sweet Financial Partners’s Invesco DB Agriculture Fund DBA Stock Holding History

Sweet Financial Partners’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$391K Hold
15,000
– – 0.08% 143
2024
Q2 		$357K Hold
15,000
– – 0.08% 145
2024
Q1 		$371K Hold
15,000
– – 0.09% 146
2023
Q4 		$311K Hold
15,000
– – 0.07% 155
2023
Q3 		$321K Hold
15,000
– – 0.09% 138
2023
Q2 		$316K Hold
15,000
– – 0.08% 138
2023
Q1 		$306K Hold
15,000
– – 0.08% 138
2022
Q4 		$302K Hold
15,000
– – 0.09% 138
2022
Q3 		$300K Hold
15,000
– – 0.1% 128
2022
Q2 		$306K Hold
15,000
– – 0.1% 125
2022
Q1 		$328K Sell
15,000
-705
-4% -$14.8K 0.09% 127
2021
Q4 		$310K Buy
+15,705
New +$307K 0.13% 105

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NYLIM
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Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return