Montz Harcus Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Montz Harcus Wealth Management LLC

  • $226 Million
  • Q3 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 309,216 shares of PRF stock, worth $14.1 Million. This represents 6.19% of its overall portfolio holdings.

Number of Shares
309,216
Previous 304,800 1.45%
Holding current value
$14.1 Million
Previous $12.9 Million 8.51%
% of portfolio
6.19%
Previous 6.3%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$42.04 - $45.23 $185,648 - $199,735
4,416 Added 1.45%
309,216 $14 Million
Q2 2025

Jul 21, 2025
BUY
$35.77 - $42.27 $337,561 - $398,901
9,437 Added 3.2%
304,800 $12.9 Million
Q1 2025

Apr 21, 2025
BUY
$39.4 - $42.61 $652,542 - $705,706
16,562 Added 5.94%
295,363 $11.9 Million
Q4 2024

Jan 29, 2025
BUY
$40.15 - $42.9 $432,857 - $462,504
10,781 Added 4.02%
278,801 $11.2 Million
Q3 2024

Oct 24, 2024
BUY
$37.33 - $40.63 $225,249 - $245,161
6,034 Added 2.3%
268,020 $10.9 Million
Q2 2024

Jul 19, 2024
BUY
$36.45 - $38.58 $521,380 - $551,848
14,304 Added 5.78%
261,986 $9.94 Million
Q1 2024

May 07, 2024
BUY
$34.62 - $38.47 $113,311 - $125,912
3,273 Added 1.34%
247,682 $9.53 Million
Q4 2023

Jan 22, 2024
SELL
$30.37 - $35.31 $42,973 - $49,963
-1,415 Reduced 0.58%
244,409 $8.6 Million
Q3 2023

Nov 14, 2023
BUY
$31.76 - $166.28 $6.29 Million - $33 Million
198,203 Added 416.21%
245,824 $7.82 Million
Q2 2023

Jul 21, 2023
BUY
$153.31 - $163.65 $246,982 - $263,640
1,611 Added 3.5%
47,621 $7.79 Million
Q1 2023

Apr 25, 2023
SELL
$149.47 - $165.35 $50,072 - $55,392
-335 Reduced 0.72%
46,010 $7.21 Million
Q4 2022

Jan 20, 2023
BUY
$28.1 - $163.61 $38,665 - $225,127
1,376 Added 3.06%
46,345 $0
Q3 2022

Nov 02, 2022
BUY
$27.75 - $164.89 $18,065 - $107,343
651 Added 1.47%
44,969 $6.24 Million
Q2 2022

Jul 18, 2022
BUY
$145.08 - $172.75 $298,139 - $355,001
2,055 Added 4.86%
44,318 $6.57 Million
Q1 2022

May 05, 2022
BUY
$162.0 - $175.48 $329,346 - $356,750
2,033 Added 5.05%
42,263 $7.22 Million
Q4 2021

Mar 24, 2022
BUY
$159.9 - $171.95 $6.43 Million - $6.92 Million
40,230 New
40,230 $6.91 Million

Others Institutions Holding PRF

# of Institutions
613
Shares Held
111M
Call Options Held
0
Put Options Held
200
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PRF Quotes by TradingView
  • Ticker PRF
  • Sector ETFs
  • Industry ETFs
More about PRF
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