Rockbridge Investment Management, Lcc Invesco ETF Tr Ii Pfd ETF Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding PGX
# of Institutions
515Shares Held
177MCall Options Held
36KPut Options Held
100-
Bank Of America Corp Charlotte, NC55.2MShares$627 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.7MShares$167 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$146 Million0.07% of portfolio
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Morgan Stanley New York, NY8.35MShares$94.9 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.68MShares$64.5 Million0.02% of portfolio