Foundations Investment Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 64,614 shares of PGX stock, worth $744,999. This represents 0.02% of its overall portfolio holdings.

Number of Shares
64,614
Previous 48,891 32.16%
Holding current value
$744,999
Previous $603,000 23.38%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$11.42 - $12.5 $179,556 - $196,537
15,723 Added 32.16%
64,614 $744,000
Q3 2024

Oct 21, 2024
BUY
$11.52 - $12.52 $563,224 - $612,115
48,891 New
48,891 $603,000
Q2 2023

Jul 19, 2023
SELL
$10.83 - $11.75 $37,688 - $40,890
-3,480 Reduced 18.51%
15,323 $174,000
Q1 2023

Apr 25, 2023
BUY
$10.99 - $12.77 $206,644 - $240,114
18,803 New
18,803 $215,000

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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