Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$13.13 - $14.91 $6,985 - $7,932	-532 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$14.6 - $15.16 $7,767 - $8,065	532 New	532 $8,000

Others Institutions Holding PGX

# of Institutions

503

Shares Held

181M

Call Options Held

14.4K

Put Options Held

200

Bank Of America Corp Charlotte, NC

54.9M
Shares

$664 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$180 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

13.6M
Shares

$164 Million
0.08% of portfolio
Morgan Stanley New York, NY

8.33M
Shares

$101 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.97M
Shares

$72.1 Million
0.02% of portfolio

View Full List

About INVESCO ETF TR II PFD ETF

Ticker PGX
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