Eisner Amper Wealth Management Corporate Benefits, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	SELL	$10.83 - $11.75 $11,880 - $12,889	-1,097 Reduced 1.61%	67,007 $762,000
Q1 2023 Apr 04, 2023	SELL	$10.99 - $12.77 $225,987 - $262,589	-20,563 Reduced 23.19%	68,104 $782,000
Q4 2022 Jan 03, 2023	BUY	$11.02 - $12.07 $977,110 - $1.07 Million	88,667 New	88,667 $991,000

Others Institutions Holding PGX

# of Institutions

495

Shares Held

186M

Call Options Held

39.6K

Put Options Held

42.7K

Bank Of America Corp Charlotte, NC

66.6M
Shares

$755 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

15.7M
Shares

$178 Million
0.04% of portfolio
Morgan Stanley New York, NY

8.7M
Shares

$98.5 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

7.25M
Shares

$82.2 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.86M
Shares

$77.7 Million
0.03% of portfolio

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
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