Mowery & Schoenfeld Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $58.2 Billion
- Q3 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 59,727 shares of PRF stock, worth $2.73 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
59,727
Previous 3,500
1606.49%
Holding current value
$2.73 Million
Previous $148 Million
1725.18%
% of portfolio
4.64%
Previous 0.22%
Shares
2 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