TWM
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Tradition Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-125
Closed -$3K – 567
2023
Q4 		$3K Sell
125
-360
-74% -$8.6K ﹤0.01% 1225
2023
Q3 		$12K Hold
485
– – ﹤0.01% 967
2023
Q2 		$11K Buy
+485
New +$11.2K ﹤0.01% 1018
2022
Q3 		– Sell
-94
Closed -$3K – 1192
2022
Q2 		$3K Buy
+94
New +$2.64K ﹤0.01% 1036
2021
Q3 		– Sell
-928
Closed -$18K – 1173
2021
Q2 		$18K Buy
+928
New +$17K ﹤0.01% 784

Other funds holding DBC

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return