Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
 - Q3 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 $505,632. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,294
              Previous 11,294
              
        
           -0.0%
        
      
          
        Holding current value
$505,632
            Previous $477,000
            
        
           6.92%
        
      
          
        % of portfolio
0.03%
            Previous 0.03%
          
        Shares
	  6 transactions
	
  Others Institutions Holding PRF
# of Institutions
606Shares 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