BALANCED WEALTH GROUP LLC PGX Holdings History
BALANCED WEALTH GROUP LLC's Invesco Preferred ETF Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 13,257.00 shares of Invesco Preferred ETF(PGX), totaling $148,740.00. This investment constitutes 0.07% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0% of the outstanding Invesco Preferred ETF(PGX) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 2 purchases of PGX, at an average price of $11.15, for a total of 107,668.00 shares. In addition, there have been 3 sales at an average price of $11.82 for 94,411.00 shares. Based on historical transaction data and PGX's current price of $11.27, BALANCED WEALTH GROUP LLC's estimated gain on his PGX holdings is $65,051.79, reflecting a 5.42% gain to date.
BALANCED WEALTH GROUP LLC PGX ($11.27) Holding Chart
BALANCED WEALTH GROUP LLC PGX ($11.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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