Synergy Asset Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 322,684 shares of PGX stock, worth $3.73 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
322,684
Previous 322,684
-0.0%
Holding current value
$3.73 Million
Previous $3.99 Million
6.65%
% of portfolio
0.3%
Previous 0.62%
Shares
1 transactions
Others Institutions Holding PGX
# of Institutions
501Shares Held
176MCall Options Held
36KPut Options Held
100-
Bank Of America Corp Charlotte, NC55.2MShares$638 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.7MShares$170 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$148 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.35MShares$96.5 Million0.01% of portfolio
-
Spectrum Asset Management, Inc.5.77MShares$66.7 Million69.13% of portfolio