Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 11,294 shares of PRF stock, worth $463,844. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,294
Previous 11,294
-0.0%
Holding current value
$463,844
Previous $455,000
0.22%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding PRF
# of Institutions
573Shares Held
137MCall Options Held
2.4KPut Options Held
300-
Charles Schwab Investment Management Inc San Francisco, CA24.4MShares$1 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$467 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.01MShares$288 Million0.08% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.86MShares$282 Million7.83% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.27MShares$217 Million0.11% of portfolio