Institutional & Family Asset Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 03, 2021	SELL	$14.64 - $15.27 $23,424 - $24,432	-1,600 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$12.54 - $14.56 $20,064 - $23,296	1,600 New	1,600 $23,000

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

$657 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

$175 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$152 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$99.4 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.68M
Shares

$67.6 Million
0.02% of portfolio

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
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