Cherry Tree Wealth Management, LLC PGX Holdings History
Cherry Tree Wealth Management, LLC's Invesco Preferred ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 131,120.00 shares of Invesco Preferred ETF(PGX), totaling $1.47 Mil. This investment constitutes 0.35% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.04% of the outstanding Invesco Preferred ETF(PGX) stock.
The initial trade took place in 2023Q2. And since then Cherry Tree Wealth Management, LLC has made 5 purchases of PGX, at an average price of $11.18, for a total of 507,918.00 shares. In addition, there have been 2 sales at an average price of $11.57 for 376,798.00 shares. Based on historical transaction data and PGX's current price of $11.24, Cherry Tree Wealth Management, LLC's estimated gain on his PGX holdings is $154,368.45, reflecting a 2.72% gain to date.
Cherry Tree Wealth Management, LLC PGX ($11.24) Holding Chart
Cherry Tree Wealth Management, LLC PGX ($11.24) 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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