Wealth Plan Investment Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 23,482 shares of PGX stock, worth $274,504. This represents 0.05% of its overall portfolio holdings.
Number of Shares
23,482
Previous 24,633
4.67%
Holding current value
$274,504
Previous $282,000
1.42%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding PGX
# of Institutions
525Shares Held
179MCall Options Held
13.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC50.9MShares$595 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