Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$13.13 - $14.91 $6,985 - $7,932	-532 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$14.6 - $15.16 $7,767 - $8,065	532 New	532 $8,000

Others Institutions Holding PGX

# of Institutions

523

Shares Held

179M

Call Options Held

13.8K

Put Options Held

3.5K

Bank Of America Corp Charlotte, NC

50.9M
Shares

$588 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.8M
Shares

$171 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$143 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.18M
Shares

$106 Million
0.03% of portfolio
Morgan Stanley New York, NY

7.96M
Shares

$91.9 Million
0.01% of portfolio

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

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