Cap Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Cap Wealth Advisors, LLC
- $892 Million
- Q4 2024
A detailed history of Cap Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 5,000 shares of PRF stock, worth $200,250. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,188
3.62%
Holding current value
$200,250
Previous $210,000
4.29%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
561Shares Held
134MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$942 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$444 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$264 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.3MShares$252 Million7.42% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$211 Million0.14% of portfolio