Stone Crest Wealth Management, Inc. Invesco ETF Tr Ii Pfd ETF Transaction History
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 177,745 shares of PGX stock, worth $2.04 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
177,745
Previous 165,302
7.53%
Holding current value
$2.04 Million
Previous $1.91 Billion
14.98%
% of portfolio
1.6%
Previous 1.46%
Shares
4 transactions
Others Institutions Holding PGX
# of Institutions
514Shares Held
178MCall Options Held
36KPut Options Held
100-
Bank Of America Corp Charlotte, NC55.2MShares$633 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.7MShares$168 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$147 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.35MShares$95.7 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.68MShares$65.1 Million0.02% of portfolio