Heron Financial Group, LLC Invesco ETF Tr Ii Pfd ETF Call Options Transaction History

Heron Financial Group, LLC

$185 Million
Q2 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PGX

# of Institutions

514

Shares Held

178M

Call Options Held

36K

Put Options Held

100

Bank Of America Corp Charlotte, NC

55.2M
Shares

$639 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

$170 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$96.7 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.68M
Shares

$65.7 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 Heron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heron Financial Group, LLC with notifications on news.