Mowery & Schoenfeld Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $58.2 Billion
- Q3 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 59,727 shares of PRF stock, worth $2.67 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
59,727
Previous 3,500
1606.49%
Holding current value
$2.67 Million
Previous $148 Million
1725.18%
% of portfolio
4.64%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
606Shares Held
113MCall Options Held
0Put Options Held
200-
Bank Of America Corp Charlotte, NC11.6MShares$518 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.34MShares$329 Million0.08% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.13MShares$230 Million0.14% of portfolio
-
Envestnet Asset Management Inc4.72MShares$211 Million0.06% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL3.78MShares$169 Million1.8% of portfolio