Up Strategic Wealth Investment Advisors LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 14,177 shares of PGX stock, worth $175,085. This represents 0.25% of its overall portfolio holdings.
Number of Shares
14,177
Previous 11,906
19.07%
Holding current value
$175,085
Previous $141 Million
15.77%
% of portfolio
0.25%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding PGX
# of Institutions
507Shares Held
175MCall Options Held
14.4KPut Options Held
200-
Bank Of America Corp Charlotte, NC54.9MShares$678 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$185 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.6MShares$168 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.33MShares$103 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.97MShares$73.7 Million0.02% of portfolio