Summit Financial Strategies, Inc. Invesco Exchange Traded Fd Tr Transaction History

Summit Financial Strategies, Inc.

$821 Million
Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,239 shares of PRF stock, worth $369,005. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,239

Previous 9,239 -0.0%

Holding current value

$369,005

Previous $350,000 7.14%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 24, 2023	BUY	$31.76 - $166.28 $234,738 - $1.23 Million	7,391 Added 399.95%	9,239 $293,000
Q1 2021 May 11, 2021	BUY	$131.4 - $153.47 $242,827 - $283,612	1,848 New	1,848 $280,000
Q4 2020 Feb 05, 2021	SELL	$112.02 - $133.2 $207,012 - $246,153	-1,848 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$88.04 - $119.61 $162,697 - $221,039	1,848 New	1,848 $200,000
Q1 2020 May 11, 2020	SELL	$79.39 - $129.53 $143,616 - $234,319	-1,809 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$111.23 - $119.73 $103,666 - $111,588	-932 Reduced 34.0%	1,809 $213,000
Q2 2019 Aug 08, 2019	BUY	$109.09 - $117.73 $14,181 - $15,304	130 Added 4.98%	2,741 $320,000
Q1 2019 May 14, 2019	BUY	$99.95 - $114.36 $23,288 - $26,645	233 Added 9.8%	2,611 $296,000
Q4 2018 Feb 06, 2019	BUY	$95.78 - $119.49 $14,271 - $17,804	149 Added 6.68%	2,378 $242,000
Q3 2018 Nov 09, 2018	BUY	$112.51 - $120.82 $1,687 - $1,812	15 Added 0.68%	2,229 $265,000
Q2 2018 Aug 06, 2018	BUY	$107.92 - $116.01 $238,934 - $256,846	2,214 New	2,214 $249,000

Others Institutions Holding PRF

# of Institutions

527

Shares Held

131M

Call Options Held

Put Options Held

200

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PRF
Sector ETFs
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Summit Financial Strategies, Inc. Invesco Exchange Traded Fd Tr Transaction History