Exencial Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 5,440 shares of PRF stock, worth $231,145. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,440
Previous 5,440
-0.0%
Holding current value
$231,145
Previous $221,000
0.9%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
559Shares Held
134MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$999 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$471 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$281 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.3MShares$268 Million7.42% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$223 Million0.14% of portfolio