Diversify Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 5,951 shares of PRF stock, worth $255,000. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,951Holding current value
$255,000% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding PRF
# of Institutions
593Shares Held
134MCall Options Held
2.4KPut Options Held
300-
Charles Schwab Investment Management Inc San Francisco, CA24.4MShares$1.05 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$488 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.01MShares$300 Million0.08% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA5.13MShares$220 Million0.14% of portfolio
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Envestnet Asset Management Inc4.72MShares$202 Million0.06% of portfolio