Number of Shares
21,606.00
Current Holdings Value*
$239,180.00
% of Portfolio
0.06%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
6.61%

Trinity Legacy Partners, LLC's Invesco Preferred ETF Holding Summary

As of 2025-03-31, Trinity Legacy Partners, LLC held 21,606.00 shares of Invesco Preferred ETF(PGX), totaling $239,180.00. This investment constitutes 0.06% of their stock portfolio, and Trinity Legacy Partners, LLC now holds 0.01% of the outstanding Invesco Preferred ETF(PGX) stock.

The initial trade took place in 2018Q4. And since then Trinity Legacy Partners, LLC has made 3 purchases of PGX, at an average price of $12.96, for a total of 3.29 Mil shares. In addition, there have been 7 sales at an average price of $13.84 for 3.27 Mil shares. Based on historical transaction data and PGX's current price of $11.27, Trinity Legacy Partners, LLC's estimated gain on his PGX holdings is $2.83 Mil, reflecting a 6.61% gain to date.

Trinity Legacy Partners, LLC PGX ($11.27) Holding Chart

Trinity Legacy Partners, 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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