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 491,737 shares of PGX stock, worth $5.65 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
491,737
Previous 487,778 0.81%
Holding current value
$5.65 Million
Previous $5.63 Billion 7.79%
% of portfolio
1.44%
Previous 1.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO ETF TR II PFD ETF


  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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