Holistic Planning, LLC Invesco Dwa Industrials Moment Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Invesco Dwa Industrials Moment stock. As of the latest transaction made, Holistic Planning, LLC holds 1,961 shares of PRN stock, worth $279,932. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,961
Previous 1,961
-0.0%
Holding current value
$279,932
Previous $274 Million
-0.0%
% of portfolio
0.21%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding PRN
# of Institutions
72Shares Held
806KCall Options Held
2KPut Options Held
5K-
Wells Fargo & Company San Francisco, CA130KShares$18.6 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL113KShares$16.2 Million1.61% of portfolio
-
Janney Montgomery Scott LLC65.2KShares$9.31 Million0.03% of portfolio
-
Morgan Stanley New York, NY63KShares$9 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN46.3KShares$6.6 Million0.0% of portfolio