Evercore Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 19,658 shares of PRF stock, worth $892,473. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,658
Previous 19,658 -0.0%
Holding current value
$892,473
Previous $794,000 4.53%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$39.4 - $42.61 $9,692 - $10,482
-246 Reduced 1.24%
19,658 $794,000
Q4 2023

Feb 14, 2024
SELL
$30.37 - $35.31 $14,456 - $16,807
-476 Reduced 2.34%
19,904 $700,000
Q3 2023

Nov 14, 2023
BUY
$31.76 - $166.28 $469,190 - $2.46 Million
14,773 Added 263.47%
20,380 $648,000
Q1 2023

May 15, 2023
BUY
$149.47 - $165.35 $23,317 - $25,794
156 Added 2.86%
5,607 $879,000
Q1 2022

May 16, 2022
SELL
$162.0 - $175.48 $29,970 - $32,463
-185 Reduced 3.28%
5,451 $931,000
Q4 2021

Feb 14, 2022
SELL
$159.9 - $171.95 $44,292 - $47,630
-277 Reduced 4.68%
5,636 $968,000
Q1 2021

May 17, 2021
SELL
$131.4 - $153.47 $110,507 - $129,068
-841 Reduced 12.45%
5,913 $897,000
Q2 2019

Aug 13, 2019
SELL
$109.09 - $117.73 $147,380 - $159,053
-1,351 Reduced 16.67%
6,754 $788,000
Q3 2018

Nov 13, 2018
SELL
$112.51 - $120.82 $59,967 - $64,397
-533 Reduced 6.17%
8,105 $963,000
Q2 2018

Aug 14, 2018
BUY
$107.92 - $116.01 $932,212 - $1 Million
8,638 New
8,638 $973,000

Others Institutions Holding PRF

# of Institutions
601
Shares Held
115M
Call Options Held
0
Put Options Held
200
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PRF Quotes by TradingView
  • Ticker PRF
  • Sector ETFs
  • Industry ETFs
More about PRF
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email