Summit Financial Strategies, Inc. Invesco Exchange Traded Fd Tr Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 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 $374,179. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,239
Previous 9,239
-0.0%
Holding current value
$374,179
Previous $375,000
0.8%
% of portfolio
0.04%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding PRF
# of Institutions
560Shares Held
134MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$953 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$449 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$267 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.3MShares$255 Million7.42% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$213 Million0.14% of portfolio