Stone Point Wealth LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 2024
A detailed history of Stone Point Wealth LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 29,525 shares of PGX stock, worth $345,442. This represents 0.12% of its overall portfolio holdings.
Number of Shares
29,525
Previous 66,648
55.7%
Holding current value
$345,442
Previous $764,000
54.19%
% of portfolio
0.12%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding PGX
# of Institutions
526Shares Held
179MCall Options Held
13.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC50.9MShares$596 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$173 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$145 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.18MShares$107 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.96MShares$93.1 Million0.01% of portfolio