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

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 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 93,898 shares of PGX stock, worth $1.07 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
93,898
Previous 88,551 6.04%
Holding current value
$1.07 Million
Previous $1.02 Billion 13.68%
% of portfolio
0.51%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$11.52 - $12.52 $61,597 - $66,944
5,347 Added 6.04%
93,898 $1.16 Billion
Q2 2024

Aug 13, 2024
SELL
$11.3 - $11.9 $155,601 - $163,863
-13,770 Reduced 13.46%
88,551 $1.02 Billion
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
514
Shares Held
178M
Call Options Held
36K
Put Options Held
100
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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