Laurel Wealth Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Laurel Wealth Planning LLC
- $180 Million
- Q3 2025
A detailed history of Laurel Wealth Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 5,811 shares of PRF stock, worth $265,446. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,811
Previous 5,811
-0.0%
Holding current value
$265,446
Previous $245,000
6.94%
% of portfolio
0.15%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding PRF
# of Institutions
613Shares Held
111MCall Options Held
0Put Options Held
200-
Bank Of America Corp Charlotte, NC11.6MShares$529 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.23MShares$330 Million0.08% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.1MShares$233 Million0.14% of portfolio
-
Envestnet Asset Management Inc4.73MShares$216 Million0.07% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL3.76MShares$172 Million1.75% of portfolio