Aletheian Wealth Advisors LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Aletheian Wealth Advisors LLC

$177 Million
Q1 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 52,750 shares of PGX stock, worth $616,647. This represents 0.35% of its overall portfolio holdings.

Number of Shares

52,750

Previous 52,810 0.11%

Holding current value

$616,647

Previous $605,000 3.47%

% of portfolio

0.35%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$11.45 - $12.02 $687 - $721	-60 Reduced 0.11%	52,750 $626,000
Q4 2023 Jan 05, 2024	SELL	$10.21 - $11.58 $296,416 - $336,190	-29,032 Reduced 35.47%	52,810 $605,000
Q3 2023 Oct 04, 2023	BUY	$10.9 - $11.47 $2,572 - $2,706	236 Added 0.29%	81,842 $896,000
Q2 2023 Jul 13, 2023	BUY	$10.83 - $11.75 $355,581 - $385,787	32,833 Added 67.32%	81,606 $927,000
Q1 2023 May 11, 2023	BUY	$10.99 - $12.77 $365,637 - $424,857	33,270 Added 214.6%	48,773 $559,000

Q4 2022 Jan 17, 2023	SELL	$11.02 - $12.07 $91,917 - $100,675	-8,341 Reduced 34.98%	15,503 $0
Q3 2022 Oct 14, 2022	BUY	$11.8 - $13.41 $59,554 - $67,680	5,047 Added 26.85%	23,844 $283,000
Q2 2022 Jul 11, 2022	BUY	$11.99 - $13.5 $225,376 - $253,759	18,797 New	18,797 $232,000

Others Institutions Holding PGX

# of Institutions

525

Shares Held

179M

Call Options Held

13.8K

Put Options Held

3.5K

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

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Aletheian Wealth Advisors LLC Invesco ETF Tr Ii Pfd ETF Transaction History