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

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 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 89,063 shares of PGX stock, worth $1.04 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
89,063
Previous 55,049 61.79%
Holding current value
$1.04 Million
Previous $679 Million 51.29%
% of portfolio
0.13%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$11.42 - $12.5 $388,439 - $425,175
34,014 Added 61.79%
89,063 $1.03 Billion
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
526
Shares Held
210M
Call Options Held
54.9K
Put Options Held
17.5K
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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