Legacy Wealth Planning, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 31,277 shares of PGX stock, worth $365,628. This represents 0.62% of its overall portfolio holdings.
Number of Shares
31,277
Previous 28,056
11.48%
Holding current value
$365,628
Previous $346,000
7.51%
% of portfolio
0.62%
Previous 0.5%
Shares
13 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