Kingswood Wealth Advisors, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 28,235 shares of PGX stock, worth $325,549. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,235
Previous 21,700 30.12%
Holding current value
$325,549
Previous $270 Million 20.61%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$11.42 - $12.5 $74,629 - $81,687
6,535 Added 30.12%
28,235 $326 Million
Q3 2024

Oct 21, 2024
SELL
$11.52 - $12.52 $55,284 - $60,083
-4,799 Reduced 18.11%
21,700 $270 Million
Q2 2024

Jul 09, 2024
BUY
$11.3 - $11.9 $299,438 - $315,338
26,499 New
26,499 $306 Million
Q4 2023

Jan 16, 2024
BUY
$10.21 - $11.58 $124,602 - $141,322
12,204 Added 122.04%
22,204 $255 Million
Q3 2023

Oct 23, 2023
SELL
$10.9 - $11.47 $127,530 - $134,199
-11,700 Reduced 53.92%
10,000 $105 Million
Q2 2023

Aug 09, 2023
BUY
$10.83 - $11.75 $235,011 - $254,975
21,700 New
21,700 $247 Million

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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