A detailed history of Wealth Shield Partners, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 307 shares of PGX stock, worth $3,650. This represents 0.0% of its overall portfolio holdings.

Number of Shares
307
Previous 307 -0.0%
Holding current value
$3,650
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 26, 2024

SELL
$11.3 - $11.9 $4,904 - $5,164
-434 Reduced 58.57%
307 $3,000
Q1 2024

Apr 29, 2024

SELL
$11.45 - $12.02 $7,041 - $7,392
-615 Reduced 45.35%
741 $8,000
Q1 2023

May 08, 2023

BUY
$10.99 - $12.77 $14,902 - $17,316
1,356 New
1,356 $15,000
Q4 2020

Feb 16, 2021

SELL
$14.64 - $15.27 $387,637 - $404,319
-26,478 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$12.54 - $14.56 $13,543 - $15,724
-1,080 Reduced 3.92%
26,478 $374,000
Q1 2020

May 12, 2020

SELL
$10.01 - $15.25 $93,873 - $143,014
-9,378 Reduced 25.39%
27,558 $363,000
Q2 2019

Aug 12, 2019

BUY
$14.49 - $14.76 $499,905 - $509,220
34,500 Added 1416.26%
36,936 $540,000
Q1 2019

May 14, 2019

SELL
$13.61 - $14.55 $734 - $785
-54 Reduced 2.17%
2,436 $35,000
Q4 2018

Feb 14, 2019

SELL
$13.18 - $14.2 $10,609 - $11,431
-805 Reduced 24.43%
2,490 $34,000
Q3 2018

Nov 05, 2018

BUY
$14.29 - $14.75 $47,085 - $48,601
3,295 New
3,295 $47,000

Others Institutions Holding PGX

About INVESCO ETF TR II PFD ETF


  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

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

News

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