Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,100 shares of PGX stock, worth $36,053. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,100
Previous 3,133 1.05%
Holding current value
$36,053
Previous $38,000 7.89%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$11.42 - $12.5 $376 - $412
-33 Reduced 1.05%
3,100 $35,000
Q3 2024

Nov 08, 2024
BUY
$11.52 - $12.52 $380 - $413
33 Added 1.06%
3,133 $38,000
Q2 2024

Aug 13, 2024
BUY
$11.3 - $11.9 $4,520 - $4,760
400 Added 14.81%
3,100 $35,000
Q1 2024

Jun 11, 2024
SELL
$11.45 - $12.02 $5,060 - $5,312
-442 Reduced 14.07%
2,700 $32,000
Q4 2023

Feb 09, 2024
BUY
$10.21 - $11.58 $4,512 - $5,118
442 Added 16.37%
3,142 $36,000
Q3 2023

Nov 03, 2023
SELL
$10.9 - $11.47 $25,593 - $26,931
-2,348 Reduced 46.51%
2,700 $29,000
Q2 2023

Aug 04, 2023
SELL
$10.83 - $11.75 $35,739 - $38,775
-3,300 Reduced 39.53%
5,048 $57,000
Q1 2023

May 11, 2023
SELL
$10.99 - $12.77 $4,857 - $5,644
-442 Reduced 5.03%
8,348 $95,000
Q4 2022

Feb 09, 2023
SELL
$11.02 - $12.07 $619,599 - $678,635
-56,225 Reduced 86.48%
8,790 $98,000
Q3 2022

Nov 07, 2022
BUY
$11.72 - $13.41 $757,838 - $867,117
64,662 Added 18317.85%
65,015 $772,000
Q2 2022

Aug 01, 2022
BUY
$11.99 - $13.5 $4,232 - $4,765
353 New
353 $4,000

Others Institutions Holding PGX

# of Institutions
517
Shares Held
184M
Call Options Held
36K
Put Options Held
100
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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