Holistic Planning, LLC Invesco Dwa Industrials Moment Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in Invesco Dwa Industrials Moment stock. As of the latest transaction made, Holistic Planning, LLC holds 1,729 shares of PRN stock, worth $289,486. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,729
Previous 1,729
-0.0%
Holding current value
$289,486
Previous $272 Million
10.01%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding PRN
# of Institutions
100Shares Held
1.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY175KShares$29.3 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL148KShares$24.8 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA129KShares$21.6 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL111KShares$18.6 Million1.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC111KShares$18.6 Million0.01% of portfolio