Montz Harcus Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Montz Harcus Wealth Management LLC
- $176 Million
- Q4 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 278,801 shares of PRF stock, worth $11.4 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
278,801
Previous 268,020
4.02%
Holding current value
$11.4 Million
Previous $10.9 Million
3.28%
% of portfolio
6.38%
Previous 6.43%
Shares
13 transactions
Others Institutions Holding PRF
# of Institutions
559Shares Held
134MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$962 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$453 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$270 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.3MShares$258 Million7.42% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$215 Million0.14% of portfolio