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 $355,306. This represents 0.62% of its overall portfolio holdings.

Number of Shares
31,277
Previous 28,056 11.48%
Holding current value
$355,306
Previous $346,000 7.51%
% of portfolio
0.62%
Previous 0.5%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
BUY
$11.72 - $13.41 $37,750 - $43,193
3,221 Added 11.48%
31,277 $372,000
Q2 2022

Jul 26, 2022
BUY
$11.99 - $13.5 $78,186 - $88,033
6,521 Added 30.28%
28,056 $346,000
Q1 2022

May 10, 2022
BUY
$13.13 - $14.91 $51,771 - $58,790
3,943 Added 22.41%
21,535 $292,000
Q4 2021

Feb 14, 2022
SELL
$14.6 - $15.16 $21,213 - $22,027
-1,453 Reduced 7.63%
17,592 $264,000
Q3 2021

Nov 12, 2021
SELL
$14.93 - $15.37 $19,095 - $19,658
-1,279 Reduced 6.29%
19,045 $286,000
Q2 2021

Aug 16, 2021
SELL
$14.87 - $15.32 $9,650 - $9,942
-649 Reduced 3.09%
20,324 $311,000
Q1 2021

May 06, 2021
SELL
$14.51 - $15.16 $31,907 - $33,336
-2,199 Reduced 9.49%
20,973 $315,000
Q4 2020

Feb 12, 2021
SELL
$14.64 - $15.27 $924,545 - $964,331
-63,152 Reduced 73.16%
23,172 $354,000
Q3 2020

Nov 03, 2020
SELL
$14.18 - $14.94 $8,408 - $8,859
-593 Reduced 0.68%
86,324 $1.27 Million
Q2 2020

Aug 17, 2020
BUY
$12.54 - $14.56 $1.07 Million - $1.25 Million
85,613 Added 6565.41%
86,917 $1.23 Million
Q1 2020

May 18, 2020
SELL
$10.01 - $15.25 $978,907 - $1.49 Million
-97,793 Reduced 98.68%
1,304 $1.3 Million
Q1 2020

May 18, 2020
BUY
$10.01 - $15.25 $130,900 - $199,424
13,077 Added 15.2%
99,097 $1.3 Million
Q4 2019

Feb 12, 2020
BUY
$14.7 - $15.12 $1.26 Million - $1.3 Million
86,020 New
86,020 $1.29 Million

Others Institutions Holding PGX

# of Institutions
476
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II PFD ETF

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email