Intrepid Financial Planning Group LLC PGX Holdings History
Intrepid Financial Planning Group LLC's Invesco Preferred ETF Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 855,037.00 shares of Invesco Preferred ETF(PGX), totaling $9.59 Mil. This investment constitutes 4.44% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0.24% of the outstanding Invesco Preferred ETF(PGX) stock.
The initial trade took place in 2022Q2. And since then Intrepid Financial Planning Group LLC has made 1 purchases of PGX, at an average price of $12.43, for a total of 1.40 Mil shares. In addition, there have been 9 sales at an average price of $11.57 for 547,493.00 shares. Based on historical transaction data and PGX's current price of $11.05, Intrepid Financial Planning Group LLC's estimated gain on his PGX holdings is $-1.65 Mil, reflecting a -9.47% gain to date.
Intrepid Financial Planning Group LLC PGX ($11.05) Holding Chart
Intrepid Financial Planning Group LLC PGX ($11.05) 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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