Cherry Tree Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
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 $218,925. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,890
Previous 4,890
-0.0%
Holding current value
$218,925
Previous $198 Million
4.6%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
604Shares Held
113MCall Options Held
0Put Options Held
200-
Bank Of America Corp Charlotte, NC11.6MShares$518 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.34MShares$329 Million0.08% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.13MShares$230 Million0.14% of portfolio
-
Envestnet Asset Management Inc4.72MShares$211 Million0.06% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL3.78MShares$169 Million1.8% of portfolio