Cherry Tree Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 131,120 shares of PGX stock, worth $1.45 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
131,120
Previous 495,872 73.56%
Holding current value
$1.45 Million
Previous $5.72 Billion 74.27%
% of portfolio
0.35%
Previous 1.42%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$11.22 - $11.8 $4.09 Million - $4.3 Million
-364,752 Reduced 73.56%
131,120 $1.47 Billion
Q4 2024

Feb 04, 2025
BUY
$11.42 - $12.5 $47,221 - $51,687
4,135 Added 0.84%
495,872 $5.72 Billion
Q3 2024

Nov 12, 2024
BUY
$11.52 - $12.52 $45,607 - $49,566
3,959 Added 0.81%
491,737 $6.07 Billion
Q2 2024

Aug 06, 2024
SELL
$11.3 - $11.9 $136,119 - $143,347
-12,046 Reduced 2.41%
487,778 $5.63 Billion
Q1 2024

May 01, 2024
BUY
$11.45 - $12.02 $15,056 - $15,806
1,315 Added 0.26%
499,824 $5.94 Billion
Q4 2023

Feb 06, 2024
BUY
$10.21 - $11.58 $423,612 - $480,454
41,490 Added 9.08%
498,509 $5.72 Billion
Q3 2023

Nov 14, 2023
BUY
$10.9 - $11.47 $294,332 - $309,724
27,003 Added 6.28%
457,019 $5 Billion
Q2 2023

Aug 09, 2023
BUY
$10.83 - $11.75 $4.66 Million - $5.05 Million
430,016 New
430,016 $4.89 Billion

Others Institutions Holding PGX

# of Institutions
510
Shares Held
196M
Call Options Held
39.6K
Put Options Held
42.7K
View Full List

About INVESCO ETF TR II PFD ETF

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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