Von Berge Wealth Management Group, LLC PCEF Holdings History
Von Berge Wealth Management Group, LLC's Invesco CEF Income Composite ETF Holding Summary
As of 2025-03-31, Von Berge Wealth Management Group, LLC held 11,835.00 shares of Invesco CEF Income Composite ETF(PCEF), totaling $215,400.00. This investment constitutes 0.14% of their stock portfolio, and Von Berge Wealth Management Group, LLC now holds 0.03% of the outstanding Invesco CEF Income Composite ETF(PCEF) stock.
The initial trade took place in 2025Q1. And since then Von Berge Wealth Management Group, LLC has made 1 purchases of PCEF, at an average price of $19.40, for a total of 11,835.00 shares. Based on historical transaction data and PCEF's current price of $19.66, Von Berge Wealth Management Group, LLC's estimated gain on his PCEF holdings is $3,077.10, reflecting a 1.34% gain to date.
Von Berge Wealth Management Group, LLC PCEF ($19.66) Holding Chart
Von Berge Wealth Management Group, LLC PCEF ($19.66) 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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