Bartlett & Co. Wealth Management LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.5 Trillion
  • Q1 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 6,456 shares of PGX stock, worth $75,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,456
Previous 6,456 -0.0%
Holding current value
$75,535
Previous $74.4 Million 3.12%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Feb 14, 2024
BUY
$10.83 - $11.75 $54,150 - $58,750
5,000 Added 343.41%
6,456 $73.4 Million
Q1 2023

Feb 14, 2024
SELL
$10.99 - $12.77 $37,970 - $44,120
-3,455 Reduced 70.35%
1,456 $16.7 Million
Q4 2022

Feb 14, 2024
SELL
$11.02 - $12.07 $11,339 - $12,420
-1,029 Reduced 17.32%
4,911 $54.9 Million
Q1 2022

Feb 14, 2024
SELL
$13.13 - $14.91 $24,159 - $27,434
-1,840 Reduced 23.65%
5,940 $80.6 Million
Q1 2021

Feb 13, 2024
BUY
$14.51 - $15.16 $112,887 - $117,944
7,780 New
7,780 $117 Million

Others Institutions Holding PGX

# of Institutions
526
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
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