Jeppson Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Jeppson Wealth Management, LLC
- $262 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding PGX
# of Institutions
506Shares Held
177MCall Options Held
14.4KPut Options Held
200-
Bank Of America Corp Charlotte, NC54.9MShares$666 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$181 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.6MShares$165 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.33MShares$101 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.97MShares$72.4 Million0.02% of portfolio