Mascoma Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Mascoma Wealth Management LLC
- $416 Million
- Q2 2025
A detailed history of Mascoma Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 526 shares of PRF stock, worth $22,539. This represents 0.01% of its overall portfolio holdings.
Number of Shares
526
Previous 524
0.38%
Holding current value
$22,539
Previous $21,000
4.76%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
593Shares Held
134MCall Options Held
2.4KPut Options Held
300-
Charles Schwab Investment Management Inc San Francisco, CA24.4MShares$1.05 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$488 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.01MShares$300 Million0.08% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.13MShares$220 Million0.14% of portfolio
-
Envestnet Asset Management Inc4.72MShares$202 Million0.06% of portfolio