A detailed history of Gries Financial LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Gries Financial LLC holds 79,549 shares of PGX stock, worth $954,588. This represents 0.21% of its overall portfolio holdings.

Number of Shares
79,549
Previous 56,199 41.55%
Holding current value
$954,588
Previous $649,000 51.31%
% of portfolio
0.21%
Previous 0.15%

Shares

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

Oct 18, 2024

BUY
$11.52 - $12.52 $268,992 - $292,342
23,350 Added 41.55%
79,549 $982,000
Q2 2024

Aug 02, 2024

SELL
$11.3 - $11.9 $448,564 - $472,382
-39,696 Reduced 41.4%
56,199 $649,000
Q1 2024

May 15, 2024

SELL
$11.45 - $12.02 $1.1 Million - $1.15 Million
-95,895 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$11.45 - $12.02 $1.1 Million - $1.15 Million
95,895 New
95,895 $1.14 Million

Others Institutions Holding PGX

About INVESCO ETF TR II PFD ETF


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

Track Gries Financial LLC Portfolio

Follow Gries Financial 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 Gries Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gries Financial LLC with notifications on news.