West Hill Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

West Hill Financial Advisors, Inc.

$445 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$31.76 - $166.28 $6,097 - $31,925	192 Added 400.0%	240 $7,000
Q3 2021 Oct 13, 2021	BUY	$155.35 - $165.12 $7,456 - $7,925	48 New	48 $8,000

Others Institutions Holding PRF

# of Institutions

528

Shares Held

131M

Call Options Held

1K

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.6M
Shares

$990 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$450 Million
0.04% of portfolio
Rfg Advisory, LLC Birmingham, AL

6.3M
Shares

$264 Million
7.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.29M
Shares

$263 Million
0.07% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.28M
Shares

$221 Million
0.14% of portfolio

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