Cherry Tree Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q1 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 499,824 shares of PGX stock, worth $5.84 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
499,824
Previous 498,509 0.26%
Holding current value
$5.84 Million
Previous $5.72 Billion 3.85%
% of portfolio
1.49%
Previous 1.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$11.45 - $12.02 $15,056 - $15,806
1,315 Added 0.26%
499,824 $5.94 Billion
Q4 2023

Feb 06, 2024
BUY
$10.21 - $11.58 $423,612 - $480,454
41,490 Added 9.08%
498,509 $5.72 Billion
Q3 2023

Nov 14, 2023
BUY
$10.9 - $11.47 $294,332 - $309,724
27,003 Added 6.28%
457,019 $5 Billion
Q2 2023

Aug 09, 2023
BUY
$10.83 - $11.75 $4.66 Million - $5.05 Million
430,016 New
430,016 $4.89 Billion

Others Institutions Holding PGX

# of Institutions
525
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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