Sky Oak Wealth, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 2024
A detailed history of Sky Oak Wealth, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 28,778 shares of PGX stock, worth $331,234. This represents 0.07% of its overall portfolio holdings.
Number of Shares
28,778
Previous 19,778
45.51%
Holding current value
$331,234
Previous $244,000
35.66%
% of portfolio
0.07%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding PGX
# of Institutions
526Shares Held
210MCall Options Held
54.9KPut Options Held
17.5K-
Bank Of America Corp Charlotte, NC63.4MShares$730 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$185 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$169 Million0.07% of portfolio
-
First Trust Advisors LP Wheaton, IL9.61MShares$111 Million0.1% of portfolio
-
Morgan Stanley New York, NY8.7MShares$100 Million0.01% of portfolio