Surevest, LLC Invesco Exchange Traded Fd Tr Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 09, 2019	SELL	$99.95 - $114.36 $202,198 - $231,350	-2,023 Closed	0 $0
Q4 2018 Feb 20, 2019	BUY	$95.78 - $119.49 $193,762 - $241,728	2,023 New	2,023 $205,000

Others Institutions Holding PRF

# of Institutions

527

Shares Held

131M

Call Options Held

1K

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.6M
Shares

$944 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$429 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.29M
Shares

$251 Million
0.07% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.98M
Shares

$239 Million
7.64% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.28M
Shares

$211 Million
0.14% of portfolio

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