Diversify Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 5,711 shares of PRF stock, worth $260,307. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,711
Previous 5,951
4.03%
Holding current value
$260,307
Previous $233 Million
6.15%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
599Shares Held
115MCall Options Held
0Put Options Held
200-
Bank Of America Corp Charlotte, NC11.6MShares$527 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.34MShares$335 Million0.08% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.13MShares$234 Million0.14% of portfolio
-
Envestnet Asset Management Inc4.72MShares$215 Million0.06% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL3.78MShares$172 Million1.8% of portfolio