Destination Wealth Management Invesco ETF Tr Ii Pfd ETF Transaction History

Destination Wealth Management

$2.98 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 19, 2019	SELL	$14.49 - $14.76 $115 - $118	-8 Closed	0 $0
Q1 2019 May 01, 2019	BUY	$13.61 - $14.55 $108 - $116	8 New	8 $0

Others Institutions Holding PGX

# of Institutions

526

Shares Held

179M

Call Options Held

13.8K

Put Options Held

3.5K

Bank Of America Corp Charlotte, NC

50.9M
Shares

$596 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.8M
Shares

$173 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$145 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.18M
Shares

$107 Million
0.03% of portfolio
Morgan Stanley New York, NY

7.96M
Shares

$93.1 Million
0.01% of portfolio

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.