Holistic Planning, LLC Invesco Dwa Industrials Moment Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 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 $256,220. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,729
Previous 1,729
-0.0%
Holding current value
$256,220
Previous $266 Million
10.44%
% of portfolio
0.08%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding PRN
# of Institutions
105Shares Held
1.64MCall Options Held
2.2KPut Options Held
1.2K-
Morgan Stanley New York, NY183KShares$27 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA153KShares$22.7 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$21.5 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC126KShares$18.6 Million0.01% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL121KShares$17.9 Million1.7% of portfolio