Aveo Capital Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Aveo Capital Partners, LLC

$883 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 06, 2020	SELL	$14.7 - $15.12 $63,327 - $65,136	-4,308 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$14.62 - $15.03 $62,982 - $64,749	4,308 New	4,308 $229,000

Others Institutions Holding PGX

# of Institutions

526

Shares Held

179M

Call Options Held

13.8K

Put Options Held

3.5K

Bank Of America Corp Charlotte, NC

50.9M
Shares

$596 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.8M
Shares

$173 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$145 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.18M
Shares

$107 Million
0.03% of portfolio
Morgan Stanley New York, NY

7.96M
Shares

$93.1 Million
0.01% of portfolio

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aveo Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.