Up Strategic Wealth Investment Advisors LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 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 14,177 shares of PGX stock, worth $169,131. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,177
Previous 14,177 -0.0%
Holding current value
$169,131
Previous $164 Million 6.93%
% of portfolio
0.2%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$11.3 - $11.9 $25,662 - $27,024
2,271 Added 19.07%
14,177 $164 Million
Q1 2024

May 15, 2024
SELL
$11.45 - $12.02 $3,950 - $4,146
-345 Reduced 2.82%
11,906 $141 Million
Q4 2023

Feb 13, 2024
BUY
$10.21 - $11.58 $125,082 - $141,866
12,251 New
12,251 $141 Million

Others Institutions Holding PGX

# of Institutions
512
Shares Held
177M
Call Options Held
36K
Put Options Held
100
View Full List

About INVESCO ETF TR II PFD ETF

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
Track This Portfolio

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email