Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 104,005 shares of PRF stock, worth $4.4 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
104,005
Previous 109,754
5.24%
Holding current value
$4.4 Million
Previous $4.46 Billion
5.91%
% of portfolio
1.37%
Previous 1.47%
Shares
5 transactions
Others Institutions Holding PRF
# of Institutions
556Shares Held
134MCall Options Held
1KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$995 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$469 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$279 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.3MShares$266 Million7.42% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$222 Million0.14% of portfolio