Ep Wealth Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,061 shares of PGX stock, worth $138,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,061
Holding current value
$138,822
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$11.42 - $12.5 $137,736 - $150,762
12,061 New
12,061 $139,000
Q1 2024

May 14, 2024
BUY
$11.45 - $12.02 $222,141 - $233,200
19,401 New
19,401 $230,000
Q1 2020

May 18, 2020
SELL
$10.01 - $15.25 $103,223 - $157,258
-10,312 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$14.7 - $15.12 $151,586 - $155,917
10,312 New
10,312 $155,000

Others Institutions Holding PGX

# of Institutions
526
Shares Held
210M
Call Options Held
54.9K
Put Options Held
17.5K
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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