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 $165,020. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,177
Previous 14,177
-0.0%
Holding current value
$165,020
Previous $164 Million
6.93%
% of portfolio
0.2%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding PGX
# of Institutions
514Shares Held
178MCall Options Held
36KPut Options Held
100-
Bank Of America Corp Charlotte, NC55.2MShares$643 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.7MShares$171 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$149 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.35MShares$97.2 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.68MShares$66.1 Million0.02% of portfolio