Cherry Tree Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 491,737 shares of PGX stock, worth $5.72 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
491,737
Previous 487,778
0.81%
Holding current value
$5.72 Million
Previous $5.63 Billion
7.79%
% of portfolio
1.44%
Previous 1.42%
Shares
6 transactions
Others Institutions Holding PGX
# of Institutions
514Shares Held
178MCall Options Held
36KPut Options Held
100-
Bank Of America Corp Charlotte, NC55.2MShares$643 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.7MShares$171 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$149 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.35MShares$97.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.68MShares$66.1 Million0.02% of portfolio