Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 11,294 shares of PRF stock, worth $432,560. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,294
Previous 11,294
-0.0%
Holding current value
$432,560
Previous $458,000
0.66%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding PRF
# of Institutions
569Shares Held
135MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$901 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$424 Million0.04% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.86MShares$263 Million7.83% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$253 Million0.07% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$201 Million0.14% of portfolio