Cherry Tree Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cherry Tree Wealth Management, LLC
- $404 Billion
- Q4 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 4,890 shares of PRF stock, worth $195,844. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,890
Previous 4,890
-0.0%
Holding current value
$195,844
Previous $199 Million
0.71%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
559Shares Held
135MCall 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
-
Rfg Advisory, LLC Birmingham, AL6.86MShares$275 Million7.83% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$264 Million0.07% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$211 Million0.14% of portfolio