Atria Wealth Solutions, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 57,075 shares of PGX stock, worth $667,206. This represents 0.01% of its overall portfolio holdings.

Number of Shares
57,075
Previous 43,743 30.48%
Holding current value
$667,206
Previous $501,000 35.33%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$11.45 - $12.02 $152,651 - $160,250
13,332 Added 30.48%
57,075 $678,000
Q4 2023

Feb 02, 2024
SELL
$10.21 - $11.58 $67,896 - $77,007
-6,650 Reduced 13.2%
43,743 $501,000
Q3 2023

Nov 08, 2023
SELL
$10.9 - $11.47 $70,435 - $74,119
-6,462 Reduced 11.37%
50,393 $551,000
Q2 2023

Aug 03, 2023
SELL
$10.83 - $11.75 $99,051 - $107,465
-9,146 Reduced 13.86%
56,855 $646,000
Q1 2023

Aug 22, 2023
BUY
$10.99 - $12.77 $46,916 - $54,515
4,269 Added 7.51%
61,124 $701,000
Q1 2023

Jun 14, 2023
BUY
$10.99 - $12.77 $53,598 - $62,279
4,877 Added 7.98%
66,001 $757,000
Q1 2023

May 10, 2023
SELL
$10.99 - $12.77 $53,598 - $62,279
-4,877 Reduced 7.39%
61,124 $701,000
Q4 2022

Aug 30, 2023
BUY
$11.02 - $12.07 $100,788 - $110,392
9,146 Added 16.09%
66,001 $737,000
Q4 2022

Feb 13, 2023
BUY
$11.02 - $12.07 $182,590 - $199,987
16,569 Added 33.52%
66,001 $737,000
Q3 2022

Feb 13, 2023
SELL
$11.8 - $13.41 $138,142 - $156,990
-11,707 Reduced 19.15%
49,432 $583,000
Q3 2022

Nov 14, 2022
BUY
$11.8 - $13.41 $188,092 - $213,755
15,940 Added 35.27%
61,139 $733,000
Q2 2022

Aug 15, 2022
SELL
$11.99 - $13.5 $151,265 - $170,316
-12,616 Reduced 21.82%
45,199 $558,000
Q1 2022

May 16, 2022
BUY
$13.13 - $14.91 $759,110 - $862,021
57,815 New
57,815 $785,000

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

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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