Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
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 $458,536. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,294
Previous 11,308
0.12%
Holding current value
$458,536
Previous $429,000
6.76%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding PRF
# of Institutions
527Shares Held
131MCall Options Held
1KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA23.6MShares$960 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$436 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.29MShares$255 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.98MShares$243 Million7.64% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.28MShares$214 Million0.14% of portfolio