Amplius Wealth Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 24,761 shares of PGX stock, worth $285,989. This represents 0.03% of its overall portfolio holdings.
Number of Shares
24,761
Previous 24,761
-0.0%
Holding current value
$285,989
Previous $305,000
6.56%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding PGX
# of Institutions
501Shares Held
176MCall Options Held
36KPut Options Held
100-
Bank Of America Corp Charlotte, NC55.2MShares$638 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.7MShares$170 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$148 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.35MShares$96.5 Million0.01% of portfolio
-
Spectrum Asset Management, Inc.5.77MShares$66.7 Million69.13% of portfolio