Levy Wealth Management Group, LLC Invesco ETF Tr Ii Pfd ETF Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 60,545 shares of PGX stock, worth $699,294. This represents 0.18% of its overall portfolio holdings.
Number of Shares
60,545
Previous 60,846
0.49%
Holding current value
$699,294
Previous $722,000
3.19%
% of portfolio
0.18%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding PGX
# of Institutions
527Shares Held
210MCall Options Held
54.9KPut Options Held
17.5K-
Bank Of America Corp Charlotte, NC63.4MShares$732 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$186 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$170 Million0.07% of portfolio
-
First Trust Advisors LP Wheaton, IL9.61MShares$111 Million0.1% of portfolio
-
Morgan Stanley New York, NY8.7MShares$100 Million0.01% of portfolio