Mowery & Schoenfeld Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $65.9 Billion
- Q2 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 3,500 shares of PRF stock, worth $158,235. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,500
-0.0%
Holding current value
$158,235
Previous $141 Million
4.6%
% of portfolio
0.22%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding PRF
# of Institutions
599Shares Held
115MCall Options Held
0Put Options Held
200-
Bank Of America Corp Charlotte, NC11.6MShares$523 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.34MShares$332 Million0.08% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.13MShares$232 Million0.14% of portfolio
-
Envestnet Asset Management Inc4.72MShares$213 Million0.06% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL3.78MShares$171 Million1.8% of portfolio