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 $270,173. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,729
Previous 1,729
-0.0%
Holding current value
$270,173
Previous $265 Million
0.5%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding PRN
# of Institutions
105Shares Held
1.56MCall Options Held
4KPut Options Held
11K-
Wells Fargo & Company San Francisco, CA175KShares$27.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY173KShares$27 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL143KShares$22.3 Million0.03% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL118KShares$18.4 Million1.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC99.8KShares$15.6 Million0.01% of portfolio