Cascade Financial Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 55,049 shares of PGX stock, worth $647,376. This represents 0.09% of its overall portfolio holdings.

Number of Shares
55,049
Previous 40,944 34.45%
Holding current value
$647,376
Previous $473 Million 43.53%
% of portfolio
0.09%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$11.52 - $12.52 $162,489 - $176,594
14,105 Added 34.45%
55,049 $679 Million
Q1 2024

May 14, 2024
BUY
$11.45 - $12.02 $468,808 - $492,146
40,944 New
40,944 $471 Million

Others Institutions Holding PGX

# of Institutions
516
Shares Held
178M
Call Options Held
36K
Put Options Held
100
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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