Laurel Wealth Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Laurel Wealth Planning LLC
- $145 Million
- Q1 2025
A detailed history of Laurel Wealth Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 5,811 shares of PRF stock, worth $227,616. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,811
Previous 5,811
-0.0%
Holding current value
$227,616
Previous $234,000
-0.0%
% of portfolio
0.16%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding PRF
# of Institutions
569Shares Held
135MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$921 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$434 Million0.04% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.86MShares$269 Million7.83% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$259 Million0.07% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$206 Million0.14% of portfolio