Balanced Wealth Group LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
A detailed history of Balanced Wealth Group LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 93,898 shares of PGX stock, worth $1.14 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
93,898
Previous 88,551
6.04%
Holding current value
$1.14 Million
Previous $1.02 Billion
13.68%
% of portfolio
0.51%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding PGX
# of Institutions
506Shares 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