Carlsbad Wealth Advisory Group, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 12,266 shares of PGX stock, worth $142,898. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,266Holding current value
$142,898% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding PGX
# of Institutions
493Shares Held
180MCall Options Held
31.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC64.6MShares$753 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA15.6MShares$182 Million0.04% of portfolio
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Morgan Stanley New York, NY7.75MShares$90.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC6.86MShares$79.9 Million0.03% of portfolio
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Ubs Group Ag5.21MShares$60.7 Million0.01% of portfolio