Exencial Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 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 $217,273. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,440
Previous 5,440
-0.0%
Holding current value
$217,273
Previous $206,000
7.28%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
527Shares Held
131MCall Options Held
1KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA23.6MShares$944 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$429 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.29MShares$251 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.98MShares$239 Million7.64% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.28MShares$211 Million0.14% of portfolio