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 $485. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 42
-0.0%
Holding current value
$485
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PGX
# of Institutions
516Shares Held
180MCall Options Held
36KPut Options Held
100-
Bank Of America Corp Charlotte, NC55.2MShares$638 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.7MShares$170 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$148 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.35MShares$96.6 Million0.01% of portfolio
-
Spectrum Asset Management, Inc.5.77MShares$66.7 Million69.13% of portfolio