Holistic Planning, LLC Invesco Dwa Industrials Moment Transaction History
Holistic Planning, LLC
- $131 Billion
- Q1 2024
A detailed history of Holistic Planning, LLC transactions in Invesco Dwa Industrials Moment stock. As of the latest transaction made, Holistic Planning, LLC holds 1,961 shares of PRN stock, worth $265,146. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,961
Previous 1,961
-0.0%
Holding current value
$265,146
Previous $232 Million
17.83%
% of portfolio
0.21%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding PRN
# of Institutions
72Shares Held
842KCall Options Held
2KPut Options Held
5K-
Wells Fargo & Company San Francisco, CA130KShares$17.6 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL113KShares$15.3 Million1.61% of portfolio
-
Janney Montgomery Scott LLC65.2KShares$8.82 Million0.03% of portfolio
-
Morgan Stanley New York, NY63KShares$8.52 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN46.3KShares$6.25 Million0.0% of portfolio