Montz Harcus Wealth Management LLC Invesco Exchange Traded Fd Tr Put Options Transaction History

Montz Harcus Wealth Management LLC

$146 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PRF

# of Institutions

510

Shares Held

131M

Call Options Held

3.7K

Put Options Held

8K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

24.1M
Shares

$918 Million
1.27% of portfolio
Bank Of America Corp Charlotte, NC

10.8M
Shares

$413 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.32M
Shares

$241 Million
0.07% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.51M
Shares

$210 Million
0.15% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.42M
Shares

$207 Million
7.29% of portfolio

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