Wealthspire Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 117,108 shares of PGX stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
117,108
Previous 190,476 38.52%
Holding current value
$1.37 Million
Previous $2.18 Million 36.31%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$11.45 - $12.02 $840,063 - $881,883
-73,368 Reduced 38.52%
117,108 $1.39 Million
Q4 2023

Feb 06, 2024
BUY
$10.21 - $11.58 $29,690 - $33,674
2,908 Added 1.55%
190,476 $2.18 Million
Q3 2023

Nov 06, 2023
BUY
$10.9 - $11.47 $2.04 Million - $2.15 Million
187,568 New
187,568 $2.05 Million
Q2 2020

Aug 14, 2020
SELL
$12.54 - $14.56 $179,459 - $208,368
-14,311 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$10.01 - $15.25 $143,253 - $218,242
14,311 New
14,311 $188,000

Others Institutions Holding PGX

# of Institutions
525
Shares Held
179M
Call Options Held
13.8K
Put Options Held
3.5K
View Full List

About INVESCO ETF TR II PFD ETF

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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