Cassady Schiller Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 915 shares of PRF stock, worth $39,207. This represents 0.01% of its overall portfolio holdings.
Number of Shares
915
Previous 915
-0.0%
Holding current value
$39,207
Previous $37,000
2.7%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding PRF
# of Institutions
598Shares Held
116MCall Options Held
0Put Options Held
200-
Bank Of America Corp Charlotte, NC11.6MShares$496 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.34MShares$315 Million0.08% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.13MShares$220 Million0.14% of portfolio
-
Envestnet Asset Management Inc4.72MShares$202 Million0.06% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL3.78MShares$162 Million1.8% of portfolio