Aletheian Wealth Advisors LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Aletheian Wealth Advisors LLC
- $195 Million
- Q2 2025
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 55,082 shares of PGX stock, worth $615,265. This represents 0.32% of its overall portfolio holdings.
Number of Shares
55,082
Previous 46,406
18.7%
Holding current value
$615,265
Previous $525,000
16.76%
% of portfolio
0.32%
Previous 0.31%
Shares
13 transactions
Others Institutions Holding PGX
# of Institutions
508Shares Held
196MCall Options Held
39.6KPut Options Held
42.7K-
Bank Of America Corp Charlotte, NC66.6MShares$744 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$176 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.7MShares$97.1 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL7.25MShares$81 Million0.08% of portfolio