Cassady Schiller Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 42 shares of PGX stock, worth $475. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 42
-0.0%
Holding current value
$475
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PGX
# of Institutions
527Shares Held
210MCall Options Held
54.9KPut Options Held
17.5K-
Bank Of America Corp Charlotte, NC63.4MShares$718 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$182 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$166 Million0.07% of portfolio
-
First Trust Advisors LP Wheaton, IL9.61MShares$109 Million0.1% of portfolio
-
Morgan Stanley New York, NY8.7MShares$98.5 Million0.01% of portfolio