Whipplewood Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 32,982 shares of PRF stock, worth $1.51 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
32,982
Previous 32,736
0.75%
Holding current value
$1.51 Million
Previous $1.38 Billion
7.76%
% of portfolio
0.98%
Previous 0.76%
Shares
4 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