Archetype Wealth Partners Invesco ETF Tr Ii Pfd ETF Transaction History
Archetype Wealth Partners
- $618 Million
- Q2 2024
A detailed history of Archetype Wealth Partners transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Archetype Wealth Partners holds 657,185 shares of PGX stock, worth $8.14 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
657,185
Previous 655,370
0.28%
Holding current value
$8.14 Million
Previous $7.79 Million
2.52%
% of portfolio
1.23%
Previous 1.3%
Shares
23 transactions
Others Institutions Holding PGX
# of Institutions
509Shares Held
175MCall Options Held
14.4KPut Options Held
200-
Bank Of America Corp Charlotte, NC54.9MShares$681 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$185 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.6MShares$168 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.33MShares$103 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.97MShares$74 Million0.02% of portfolio