West Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
West Financial Advisors, LLC
- $602 Million
- Q3 2025
A detailed history of West Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, West Financial Advisors, LLC holds 36,527 shares of PRF stock, worth $1.67 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
36,527
Previous 36,980
1.22%
Holding current value
$1.67 Million
Previous $1.56 Million
5.63%
% of portfolio
0.27%
Previous 0.27%
Shares
14 transactions
Others Institutions Holding PRF
# of Institutions
613Shares Held
111MCall Options Held
0Put Options Held
200-
Bank Of America Corp Charlotte, NC11.6MShares$529 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.23MShares$330 Million0.08% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.1MShares$233 Million0.14% of portfolio
-
Envestnet Asset Management Inc4.73MShares$216 Million0.07% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL3.76MShares$172 Million1.75% of portfolio