Svb Wealth LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Svb Wealth LLC holds 3,860 shares of PGX stock, worth $42,421. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,860

Holding current value

$42,421

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$11.22 - $11.8 $43,309 - $45,548	3,860 New	3,860 $43,000
Q4 2022 Feb 10, 2023	BUY	$11.02 - $12.07 $981,176 - $1.07 Million	89,036 New	89,036 $995,000
Q1 2020 May 11, 2020	SELL	$10.01 - $15.25 $165,615 - $252,311	-16,545 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$14.7 - $15.12 $75,058 - $77,202	5,106 Added 44.64%	16,545 $248,000
Q3 2019 Nov 01, 2019	SELL	$14.62 - $15.03 $6,213 - $6,387	-425 Reduced 3.58%	11,439 $172,000
Q2 2019 Jul 10, 2019	BUY	$14.49 - $14.76 $171,909 - $175,112	11,864 New	11,864 $174,000

Others Institutions Holding PGX

# of Institutions

510

Shares Held

196M

Call Options Held

39.6K

Put Options Held

42.7K

Bank Of America Corp Charlotte, NC

66.6M
Shares

$732 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

15.7M
Shares

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

15.2M
Shares

$167 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.7M
Shares

$95.6 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

7.25M
Shares

$79.7 Million
0.08% of portfolio

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
Industry ETFs

More about PGX

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