Balanced Rock Investment Advisor Invesco ETF Tr Ii Pfd ETF Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 18,590 shares of PGX stock, worth $225,496. This represents 0.18% of its overall portfolio holdings.
Number of Shares
18,590
Previous 23,430
20.66%
Holding current value
$225,496
Previous $278 Million
22.86%
% of portfolio
0.18%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding PGX
# of Institutions
505Shares Held
177MCall Options Held
14.4KPut Options Held
200-
Bank Of America Corp Charlotte, NC54.9MShares$666 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$181 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.6MShares$165 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.33MShares$101 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.97MShares$72.4 Million0.02% of portfolio