Graves Light Lenhart Wealth, Inc. Invesco Exchange Traded Fd Tr Transaction History

Graves Light Lenhart Wealth, Inc.

$875 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$149.47 - $165.35 $139,306 - $154,106	932 New	932 $146,000
Q4 2020 Feb 04, 2021	BUY	$112.02 - $133.2 $104,402 - $124,142	932 New	932 $124,000

Others Institutions Holding PRF

# of Institutions

512

Shares Held

127M

Call Options Held

0

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.8M
Shares

$953 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$430 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.98M
Shares

$240 Million
0.06% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.57M
Shares

$224 Million
7.1% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.3M
Shares

$213 Million
0.13% of portfolio

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