A detailed history of Foundations Investment Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 48,891 shares of PGX stock, worth $577,402. This represents 0.01% of its overall portfolio holdings.

Number of Shares
48,891
Holding current value
$577,402
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$11.52 - $12.52 $563,224 - $612,115
48,891 New
48,891 $603,000
Q2 2023

Jul 19, 2023

SELL
$10.83 - $11.75 $37,688 - $40,890
-3,480 Reduced 18.51%
15,323 $174,000
Q1 2023

Apr 25, 2023

BUY
$10.99 - $12.77 $206,644 - $240,114
18,803 New
18,803 $215,000

Others Institutions Holding PGX

About INVESCO ETF TR II PFD ETF


  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.