Balanced Wealth Group LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 2024

A detailed history of Balanced Wealth Group LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 102,321 shares of PGX stock, worth $1.2 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
102,321
Previous 78,976 29.56%
Holding current value
$1.2 Million
Previous $906 Million 30.01%
% of portfolio
0.52%
Previous 0.47%

Shares

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

May 13, 2024
BUY
$11.45 - $12.02 $267,300 - $280,606
23,345 Added 29.56%
102,321 $1.18 Billion
Q4 2023

Feb 06, 2024
BUY
$10.21 - $11.58 $806,344 - $914,542
78,976 New
78,976 $906 Million

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
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email