Harvest Group Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Harvest Group Wealth Management, LLC

$154 Million
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 04, 2021	SELL	$131.4 - $153.47 $32,850 - $38,367	-250 Closed	0 $0
Q1 2019 May 06, 2019	BUY	$99.95 - $114.36 $24,987 - $28,590	250 New	250 $28,000

Others Institutions Holding PRF

# of Institutions

510

Shares Held

131M

Call Options Held

3.7K

Put Options Held

8K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

24.1M
Shares

$918 Million
1.27% of portfolio
Bank Of America Corp Charlotte, NC

10.8M
Shares

$413 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.32M
Shares

$241 Million
0.07% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.51M
Shares

$210 Million
0.15% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.42M
Shares

$207 Million
7.29% of portfolio

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