Up Strategic Wealth Investment Advisors LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Up Strategic Wealth Investment Advisors LLC
- $61.1 Billion
- Q1 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 11,906 shares of PGX stock, worth $139,300. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,906
Previous 12,251
2.82%
Holding current value
$139,300
Previous $141 Million
0.66%
% of portfolio
0.23%
Previous 0.26%
Shares
2 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