Geneos Wealth Management Inc. Invesco ETF Tr Ii Pfd ETF Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 375,730 shares of PGX stock, worth $4.56 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
375,730
Previous 271,062
38.61%
Holding current value
$4.56 Million
Previous $3.22 Million
34.75%
% of portfolio
0.19%
Previous 0.15%
Shares
25 transactions
Others Institutions Holding PGX
# of Institutions
509Shares Held
175MCall Options Held
14.4KPut Options Held
200-
Bank Of America Corp Charlotte, NC54.9MShares$666 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$181 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.6MShares$165 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.33MShares$101 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.97MShares$72.4 Million0.02% of portfolio