Schmidt P J Investment Management Inc Invesco ETF Tr Ii Pfd ETF Transaction History
Schmidt P J Investment Management Inc
- $562 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding PGX
# of Institutions
494Shares Held
180MCall Options Held
31.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC64.6MShares$750 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA15.6MShares$181 Million0.04% of portfolio
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Morgan Stanley New York, NY7.75MShares$89.9 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC6.86MShares$79.6 Million0.03% of portfolio
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Ubs Group Ag5.21MShares$60.5 Million0.01% of portfolio