Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco ETF Tr Ii Pfd ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 31, 2018	SELL	$14.29 - $14.75 $42,870 - $44,250	-3,000 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$14.33 - $14.64 $42,990 - $43,920	3,000 New	3,000 $44,000

Others Institutions Holding PGX

# of Institutions

516

Shares Held

178M

Call Options Held

36K

Put Options Held

100

Bank Of America Corp Charlotte, NC

55.2M
Shares

$649 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.7M
Shares

$173 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$151 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.35M
Shares

$98.2 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.68M
Shares

$66.8 Million
0.02% of portfolio

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

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