Heron Financial Group, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Heron Financial Group, LLC holds 195,358 shares of PGX stock, worth $2.28 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
195,358
Previous 196,437
0.55%
Holding current value
$2.28 Million
Previous $2.26 Million
1.51%
% of portfolio
1.2%
Previous 1.24%
Shares
15 transactions
Others Institutions Holding PGX
# of Institutions
525Shares Held
179MCall Options Held
13.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC50.9MShares$595 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$173 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$145 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.18MShares$107 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.96MShares$93.1 Million0.01% of portfolio