Wealthgate Family Office, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Wealthgate Family Office, LLC

$40.6 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$14.6 - $15.16 $2,467 - $2,562	-169 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$14.93 - $15.37 $2,523 - $2,597	169 New	169 $3,000

Others Institutions Holding PGX

# of Institutions

503

Shares Held

178M

Call Options Held

14.4K

Put Options Held

200

Bank Of America Corp Charlotte, NC

54.9M
Shares

$672 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$183 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

13.6M
Shares

$166 Million
0.08% of portfolio
Morgan Stanley New York, NY

8.33M
Shares

$102 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.97M
Shares

$73.1 Million
0.02% of portfolio

About INVESCO ETF TR II PFD ETF

Ticker PGX
Sector ETFs
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