Avantax Planning Partners, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History
Avantax Planning Partners, Inc.
- $3.08 Billion
- Q1 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 338,394 shares of PGX stock, worth $3.96 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
338,394
Previous 354,626
4.58%
Holding current value
$3.96 Million
Previous $4.07 Million
1.16%
% of portfolio
0.13%
Previous 0.16%
Shares
18 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