Levy Wealth Management Group, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 60,846 shares of PGX stock, worth $702,771. This represents 0.19% of its overall portfolio holdings.
Number of Shares
60,846
Previous 60,846
-0.0%
Holding current value
$702,771
Previous $697,000
3.59%
% of portfolio
0.19%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding PGX
# of Institutions
523Shares Held
179MCall Options Held
13.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC50.9MShares$588 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$171 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$143 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.18MShares$106 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.96MShares$91.9 Million0.01% of portfolio