Lord & Richards Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 86,495 shares of PGF stock, worth $1.24 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
86,495
Previous 83,216 3.94%
Holding current value
$1.24 Million
Previous $1.17 Billion 7.7%
% of portfolio
1.16%
Previous 1.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$14.11 - $14.94 $46,266 - $48,988
3,279 Added 3.94%
86,495 $1.26 Billion
Q2 2025

Aug 05, 2025
BUY
$13.7 - $14.31 $638,913 - $667,361
46,636 Added 127.49%
83,216 $1.17 Billion
Q1 2025

May 02, 2025
BUY
$14.28 - $14.97 $522,362 - $547,602
36,580 New
36,580 $522 Million

Others Institutions Holding PGF

# of Institutions
185
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PGF Quotes by TradingView
  • Ticker PGF
  • Sector ETFs
  • Industry ETFs
More about PGF
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