Cascade Financial Partners, LLC PGX Holdings History
Cascade Financial Partners, LLC's Invesco Preferred ETF Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 248,495.00 shares of Invesco Preferred ETF(PGX), totaling $2.79 Mil. This investment constitutes 0.35% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.07% of the outstanding Invesco Preferred ETF(PGX) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 3 purchases of PGX, at an average price of $11.69, for a total of 248,495.00 shares. Based on historical transaction data and PGX's current price of $11.16, Cascade Financial Partners, LLC's estimated gain on his PGX holdings is $-130,865.29, reflecting a -4.51% gain to date.
Cascade Financial Partners, LLC PGX ($11.16) Holding Chart
Cascade Financial Partners, LLC PGX ($11.16) 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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