Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco Exchange Traded Fd Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 31, 2018	SELL	$112.51 - $120.82 $876,340 - $941,066	-7,789 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$107.92 - $116.01 $840,588 - $903,601	7,789 New	7,789 $877,000

Others Institutions Holding PRF

# of Institutions

521

Shares Held

128M

Call Options Held

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.8M
Shares

$995 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$449 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.98M
Shares

$251 Million
0.06% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.98M
Shares

$251 Million
7.64% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.28M
Shares

$221 Million
0.14% of portfolio

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