Baron Silver Stevens Financial Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	SELL	$11.72 - $13.41 $412,661 - $472,166	-35,210 Reduced 99.87%	46 $359,000
Q1 2022 May 03, 2022	BUY	$13.13 - $14.91 $462,911 - $525,666	35,256 New	35,256 $478,000
Q1 2021 Apr 27, 2021	SELL	$14.51 - $15.16 $667 - $697	-46 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$14.64 - $15.27 $673 - $702	46 New	46 $0

Others Institutions Holding PGX

# of Institutions

516

Shares Held

178M

Call Options Held

36K

Put Options Held

100

Bank Of America Corp Charlotte, NC

55.2M
Shares

$649 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

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

12.8M
Shares

$151 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$98.2 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.68M
Shares

$66.8 Million
0.02% of portfolio

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
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