Montz Harcus Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Montz Harcus Wealth Management LLC
- $146 Million
- Q1 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 247,682 shares of PRF stock, worth $9.42 Million. This represents 6.51% of its overall portfolio holdings.
Number of Shares
247,682
Previous 244,409
1.34%
Holding current value
$9.42 Million
Previous $8.6 Million
10.75%
% of portfolio
6.51%
Previous 6.57%
Shares
10 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$917 Million1.27% of portfolio
-
Bank Of America Corp Charlotte, NC10.8MShares$412 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$206 Million7.29% of portfolio