Holistic Planning, LLC Invesco Dwa Industrials Moment Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in Invesco Dwa Industrials Moment stock. As of the latest transaction made, Holistic Planning, LLC holds 1,729 shares of PRN stock, worth $316,562. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,729
Previous 1,729
-0.0%
Holding current value
$316,562
Previous $238 Million
14.04%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding PRN
# of Institutions
103Shares Held
1.55MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY189KShares$34.6 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL146KShares$26.8 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA137KShares$25 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL117KShares$21.3 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC113KShares$20.6 Million0.01% of portfolio