Laurel Wealth Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Laurel Wealth Planning LLC
- $151 Million
- Q1 2024
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 5,844 shares of PRF stock, worth $222,539. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,844
Previous 5,844
-0.0%
Holding current value
$222,539
Previous $206,000
9.22%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding PRF
# of Institutions
510Shares Held
131MCall Options Held
3.7KPut Options Held
8K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA24.1MShares$918 Million1.27% of portfolio
-
Bank Of America Corp Charlotte, NC10.8MShares$413 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.32MShares$241 Million0.07% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.51MShares$210 Million0.15% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.42MShares$207 Million7.29% of portfolio