Essex Private Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Essex Private Wealth Management, LLC

$37.8 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$11.99 - $13.5 $186,504 - $209,992	15,555 New	15,555 $192,000

Others Institutions Holding PGX

# of Institutions

516

Shares Held

178M

Call Options Held

36K

Put Options Held

100

Bank Of America Corp Charlotte, NC

55.2M
Shares

$649 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

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

12.8M
Shares

$151 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$98.2 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.68M
Shares

$66.8 Million
0.02% 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 Essex Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.