Kingswood Wealth Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 28,235 shares of PGX stock, worth $324,984. This represents 0.02% of its overall portfolio holdings.
Number of Shares
28,235
Previous 21,700
30.12%
Holding current value
$324,984
Previous $270 Million
20.61%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding PGX
# of Institutions
526Shares Held
210MCall Options Held
54.9KPut Options Held
17.5K-
Bank Of America Corp Charlotte, NC63.4MShares$730 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$185 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$169 Million0.07% of portfolio
-
First Trust Advisors LP Wheaton, IL9.61MShares$111 Million0.1% of portfolio
-
Morgan Stanley New York, NY8.7MShares$100 Million0.01% of portfolio