Capasso Planning Partners LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Capasso Planning Partners LLC
- $330 Million
- Q3 2024
A detailed history of Capasso Planning Partners LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Capasso Planning Partners LLC holds 11,838 shares of PGX stock, worth $138,267. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,838
Previous 19,460
39.17%
Holding current value
$138,267
Previous $224,000
34.82%
% of portfolio
0.04%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding PGX
# of Institutions
509Shares Held
177MCall Options Held
36KPut Options Held
100-
Bank Of America Corp Charlotte, NC55.2MShares$645 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.7MShares$172 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$150 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.35MShares$97.6 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.68MShares$66.3 Million0.02% of portfolio