Cherry Tree Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 487,778 shares of PGX stock, worth $5.92 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
487,778
Previous 499,824 2.41%
Holding current value
$5.92 Million
Previous $5.94 Billion 5.12%
% of portfolio
1.42%
Previous 1.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$11.3 - $11.9 $136,119 - $143,347
-12,046 Reduced 2.41%
487,778 $5.63 Billion
Q1 2024

May 01, 2024
BUY
$11.45 - $12.02 $15,056 - $15,806
1,315 Added 0.26%
499,824 $5.94 Billion
Q4 2023

Feb 06, 2024
BUY
$10.21 - $11.58 $423,612 - $480,454
41,490 Added 9.08%
498,509 $5.72 Billion
Q3 2023

Nov 14, 2023
BUY
$10.9 - $11.47 $294,332 - $309,724
27,003 Added 6.28%
457,019 $5 Billion
Q2 2023

Aug 09, 2023
BUY
$10.83 - $11.75 $4.66 Million - $5.05 Million
430,016 New
430,016 $4.89 Billion

Others Institutions Holding PGX

# of Institutions
507
Shares Held
177M
Call Options Held
14.4K
Put Options Held
200
View Full List

About INVESCO ETF TR II PFD ETF

PGX Quotes by TradingView
  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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