Exencial Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 5,440 shares of PRF stock, worth $227,881. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,440
Previous 5,440 -0.0%
Holding current value
$227,881
Previous $206,000 7.28%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$36.45 - $38.58 $12,393 - $13,117
-340 Reduced 5.88%
5,440 $206,000
Q4 2023

Feb 13, 2024
BUY
$30.37 - $35.31 $175,538 - $204,091
5,780 New
5,780 $203,000

Others Institutions Holding PRF

# of Institutions
521
Shares Held
128M
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 Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, 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 Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email