Cfm Wealth Partners LLC Invesco Exchange Traded Fd Tr Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	BUY	$28.1 - $163.61 $254,361 - $1.48 Million	9,052 New	9,052 $0

Others Institutions Holding PRF

# of Institutions

527

Shares Held

131M

Call Options Held

1K

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.6M
Shares

$960 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$436 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.29M
Shares

$255 Million
0.07% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.98M
Shares

$243 Million
7.64% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.28M
Shares

$214 Million
0.14% of portfolio

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