Cap Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Cap Wealth Advisors, LLC
- $892 Million
- Q4 2024
A detailed history of Cap Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 5,000 shares of PRF stock, worth $188,800. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,188
3.62%
Holding current value
$188,800
Previous $210,000
4.29%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
568Shares Held
135MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$888 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$418 Million0.04% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.86MShares$259 Million7.83% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$249 Million0.07% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$199 Million0.14% of portfolio