Collaborative Wealth Managment Inc. Invesco Exchange Traded Fd Tr Transaction History

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 5,080 shares of PRF stock, worth $227,431. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,080
Previous 5,080 -0.0%
Holding current value
$227,431
Previous $205,000 4.39%
% of portfolio
0.1%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$39.4 - $42.61 $81,558 - $88,202
-2,070 Reduced 28.95%
5,080 $205,000
Q4 2024

Feb 10, 2025
SELL
$40.15 - $42.9 $8,632 - $9,223
-215 Reduced 2.92%
7,150 $288,000
Q4 2023

Feb 07, 2024
SELL
$30.37 - $35.31 $9,718 - $11,299
-320 Reduced 4.16%
7,365 $259,000
Q3 2023

Nov 09, 2023
BUY
$31.76 - $166.28 $187,352 - $980,885
5,899 Added 330.29%
7,685 $244,000
Q1 2023

May 08, 2023
SELL
$149.47 - $165.35 $24,214 - $26,786
-162 Reduced 8.32%
1,786 $280,000
Q4 2022

Feb 10, 2023
SELL
$28.1 - $163.61 $955 - $5,562
-34 Reduced 1.72%
1,948 $302,000
Q2 2022

Aug 15, 2022
SELL
$145.08 - $172.75 $25,969 - $30,922
-179 Reduced 8.28%
1,982 $294,000
Q4 2021

Feb 11, 2022
BUY
$159.9 - $171.95 $2,878 - $3,095
18 Added 0.84%
2,161 $371,000
Q1 2021

May 12, 2022
BUY
$131.4 - $153.47 $281,590 - $328,886
2,143 New
2,143 $366,000

Others Institutions Holding PRF

# of Institutions
604
Shares Held
113M
Call Options Held
0
Put Options Held
200
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PRF Quotes by TradingView
  • Ticker PRF
  • Sector ETFs
  • Industry ETFs
More about PRF
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