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%
Shares
8 transactions
Others Institutions Holding PGX
# of Institutions
525Shares Held
179MCall Options Held
13.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC50.9MShares$595 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$173 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$145 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.18MShares$107 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.96MShares$93.1 Million0.01% of portfolio