Wealth Plan Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,265 shares of PRF stock, worth $699,549. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,265
Previous 18,815 2.92%
Holding current value
$699,549
Previous $764,000 3.66%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$40.15 - $42.9 $22,082 - $23,595
-550 Reduced 2.92%
18,265 $736,000
Q3 2024

Nov 05, 2024
BUY
$37.33 - $40.63 $702,363 - $764,453
18,815 New
18,815 $764,000
Q3 2023

Nov 09, 2023
BUY
$31.76 - $166.28 $641,361 - $3.36 Million
20,194 New
20,194 $642,000
Q4 2022

Feb 15, 2023
BUY
$28.1 - $163.61 $252 - $1,472
9 Added 0.22%
4,048 $628,000
Q3 2022

Dec 12, 2022
SELL
$27.75 - $164.89 $2,525 - $15,004
-91 Reduced 2.2%
4,039 $638,000
Q1 2022

Sep 07, 2022
BUY
$162.0 - $175.48 $669,060 - $724,732
4,130 New
4,130 $662,000

Others Institutions Holding PRF

# of Institutions
568
Shares Held
135M
Call Options Held
1.3K
Put Options Held
500
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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