Curated Wealth Partners LLC Invesco Exchange Traded Fd Tr Put Options Transaction History

Curated Wealth Partners LLC

$769 Million
Q3 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$34.62 - $38.47 $259,649 - $288,525	7,500 New	7,500 $288,000

Others Institutions Holding PRF

# of Institutions

526

Shares Held

131M

Call Options Held

1K

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.6M
Shares

$1 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$456 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.29M
Shares

$266 Million
0.07% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.98M
Shares

$253 Million
7.64% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.28M
Shares

$224 Million
0.14% of portfolio

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