Holistic Planning, LLC Invesco Dwa Industrials Moment Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 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 1,729 shares of PRN stock, worth $273,389. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,729
Previous 1,729
-0.0%
Holding current value
$273,389
Previous $265 Million
0.5%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding PRN
# of Institutions
97Shares Held
1.39MCall Options Held
4KPut Options Held
10K-
Wells Fargo & Company San Francisco, CA155KShares$24.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY141KShares$22.3 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL126KShares$19.9 Million0.03% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL113KShares$17.9 Million1.69% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL96.5KShares$15.3 Million0.01% of portfolio