Howard Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Howard Wealth Management, LLC

$171 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$79.39 - $129.53 $2,778 - $4,533	-35 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$113.69 - $127.09 $3,979 - $4,448	35 New	35 $4,000

Others Institutions Holding PRF

# of Institutions

526

Shares Held

131M

Call Options Held

1K

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.6M
Shares

$983 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$447 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.29M
Shares

$261 Million
0.07% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.98M
Shares

$249 Million
7.64% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.28M
Shares

$220 Million
0.14% of portfolio

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