Cassady Schiller Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 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 $37,396. This represents 0.01% of its overall portfolio holdings.
Number of Shares
915
Previous 915
-0.0%
Holding current value
$37,396
Previous $34,000
8.82%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding PRF
# of Institutions
527Shares Held
131MCall Options Held
1KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA23.6MShares$966 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$439 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.29MShares$257 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.98MShares$244 Million7.64% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.28MShares$216 Million0.14% of portfolio