Wealthspan Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 25,075 shares of PRF stock, worth $1.05 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
25,075
Previous 24,925
0.6%
Holding current value
$1.05 Million
Previous $1.01 Million
0.1%
% of portfolio
0.5%
Previous 0.51%
Shares
9 transactions
Others Institutions Holding PRF
# of Institutions
558Shares Held
134MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$983 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$463 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$276 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.3MShares$263 Million7.42% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$220 Million0.14% of portfolio