Balanced Rock Investment Advisor Invesco ETF Tr Ii Pfd ETF Transaction History
Balanced Rock Investment Advisor
- $117 Billion
- Q1 2024
A detailed history of Balanced Rock Investment Advisor transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 23,430 shares of PGX stock, worth $274,131. This represents 0.24% of its overall portfolio holdings.
Number of Shares
23,430
Previous 46,415
49.52%
Holding current value
$274,131
Previous $532 Million
47.72%
% of portfolio
0.24%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding PGX
# of Institutions
526Shares Held
179MCall Options Held
13.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC50.9MShares$596 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
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Ameriprise Financial Inc Minneapolis, MN9.18MShares$107 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.96MShares$93.1 Million0.01% of portfolio