Pacific Capital Wealth Advisors, Inc Invesco ETF Tr Ii Pfd ETF Transaction History

Pacific Capital Wealth Advisors, Inc

  • $424 Million
  • Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 785 shares of PGX stock, worth $9,176. This represents 0.0% of its overall portfolio holdings.

Number of Shares
785
Previous 785 -0.0%
Holding current value
$9,176
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$10.21 - $11.58 $8,014 - $9,090
785 New
785 $9,000
Q1 2023

May 05, 2023
SELL
$10.99 - $12.77 $150,101 - $174,412
-13,658 Reduced 8.0%
157,127 $1.8 Million
Q4 2022

Feb 14, 2023
SELL
$11.02 - $12.07 $173,553 - $190,090
-15,749 Reduced 8.44%
170,785 $1.91 Million
Q3 2022

Nov 14, 2022
SELL
$11.8 - $13.41 $304,805 - $346,393
-25,831 Reduced 12.16%
186,534 $2.22 Million
Q2 2022

Aug 05, 2022
SELL
$11.99 - $13.5 $48,379 - $54,472
-4,035 Reduced 1.86%
212,365 $2.62 Million
Q1 2022

May 16, 2022
BUY
$13.13 - $14.91 $4,437 - $5,039
338 Added 0.16%
216,400 $2.94 Million
Q4 2021

Mar 08, 2022
SELL
$14.6 - $15.16 $3,854 - $4,002
-264 Reduced 0.12%
216,062 $3.24 Million
Q3 2021

Nov 30, 2021
SELL
$14.93 - $15.37 $92,252 - $94,971
-6,179 Reduced 2.78%
216,326 $3.25 Million
Q2 2021

Aug 13, 2021
SELL
$14.87 - $15.32 $13,219 - $13,619
-889 Reduced 0.4%
222,505 $3.41 Million
Q1 2021

May 17, 2021
BUY
$14.51 - $15.16 $50,668 - $52,938
3,492 Added 1.59%
223,394 $3.35 Million
Q4 2020

Feb 16, 2021
BUY
$14.64 - $15.27 $40,406 - $42,145
2,760 Added 1.27%
219,902 $3.36 Million
Q3 2020

Nov 16, 2020
BUY
$14.18 - $14.94 $49,119 - $51,752
3,464 Added 1.62%
217,142 $3.2 Million
Q2 2020

Aug 11, 2020
SELL
$12.54 - $14.56 $46,398 - $53,872
-3,700 Reduced 1.7%
213,678 $3.02 Million
Q1 2020

May 19, 2020
SELL
$10.01 - $15.25 $23,743 - $36,173
-2,372 Reduced 1.08%
217,378 $2.86 Million
Q4 2019

Feb 14, 2020
BUY
$14.7 - $15.12 $3.23 Million - $3.32 Million
219,750 New
219,750 $3.3 Million

Others Institutions Holding PGX

# of Institutions
525
Shares Held
179M
Call Options Held
13.8K
Put Options Held
3.5K
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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email