Wealth Plan Partners, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023
BUY
$10.9 - $11.47 $7,324 - $7,707
672 Added 6.29%
11,350 $124 Million
Q2 2023

Jul 31, 2023
SELL
$10.83 - $11.75 $7,581 - $8,225
-700 Reduced 6.15%
10,678 $121 Million
Q1 2023

May 10, 2023
SELL
$10.99 - $12.77 $680,698 - $790,948
-61,938 Reduced 84.48%
11,378 $131 Million
Q4 2022

Feb 16, 2023
SELL
$11.02 - $12.07 $1.22 Million - $1.33 Million
-110,326 Reduced 60.08%
73,316 $915 Million
Q1 2022

May 03, 2022
SELL
$13.13 - $14.91 $4.13 Million - $4.69 Million
-314,472 Reduced 63.13%
183,642 $2.29 Million
Q4 2021

Feb 01, 2022
SELL
$14.6 - $15.16 $1.67 Million - $1.74 Million
-114,473 Reduced 18.69%
498,114 $7.15 Million
Q3 2021

Dec 09, 2021
SELL
$14.93 - $15.37 $6.54 Million - $6.74 Million
-438,224 Reduced 41.7%
612,587 $9.21 Million
Q2 2021

Aug 19, 2021
SELL
$14.87 - $15.32 $624,093 - $642,980
-41,970 Reduced 3.84%
1,050,811 $15.9 Million
Q1 2021

May 11, 2021
BUY
$14.51 - $15.16 $296,091 - $309,354
20,406 Added 1.9%
1,092,781 $16.5 Million
Q4 2020

Feb 09, 2021
SELL
$14.64 - $15.27 $1.84 Million - $1.91 Million
-125,388 Reduced 10.47%
1,072,375 $16 Million
Q3 2020

Dec 18, 2020
BUY
$14.18 - $14.94 $1.61 Million - $1.7 Million
113,559 Added 10.47%
1,197,763 $17.9 Million
Q2 2020

Aug 19, 2020
BUY
$12.54 - $14.56 $63,364 - $73,571
5,053 Added 0.47%
1,084,204 $16 Million
Q1 2020

May 15, 2020
BUY
$10.01 - $15.25 $9.8 Million - $14.9 Million
979,494 Added 982.87%
1,079,151 $15 Million
Q4 2019

Feb 14, 2020
BUY
$14.7 - $15.12 $86,627 - $89,102
5,893 Added 6.28%
99,657 $1.51 Million
Q3 2019

Nov 15, 2019
BUY
$14.62 - $15.03 $358,453 - $368,505
24,518 Added 35.41%
93,764 $1.4 Million
Q2 2019

Aug 19, 2019
BUY
$14.49 - $14.76 $115,441 - $117,592
7,967 Added 13.0%
69,246 $1.03 Million
Q1 2019

May 16, 2019
SELL
$13.61 - $14.55 $196,106 - $209,650
-14,409 Reduced 19.04%
61,279 $896,000
Q4 2018

Feb 20, 2019
SELL
$13.18 - $14.2 $364,558 - $392,772
-27,660 Reduced 26.76%
75,688 $1.09 Million
Q3 2018

Nov 21, 2018
BUY
$14.29 - $14.75 $422,555 - $436,157
29,570 Added 40.08%
103,348 $4.66 Million
Q2 2018

Aug 16, 2018
BUY
$14.33 - $14.64 $1.06 Million - $1.08 Million
73,778 New
73,778 $1.07 Million

Others Institutions Holding PGX

# of Institutions
514
Shares Held
178M
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 Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, 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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email