Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 94,128 shares of PRF stock, worth $4.21 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
94,128
Previous 99,914
5.79%
Holding current value
$4.21 Million
Previous $4.22 Billion
0.76%
% of portfolio
0.94%
Previous 1.03%
Shares
8 transactions
Others Institutions Holding PRF
# of Institutions
604Shares Held
113MCall Options Held
0Put Options Held
200-
Bank Of America Corp Charlotte, NC11.6MShares$518 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.34MShares$329 Million0.08% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.13MShares$230 Million0.14% of portfolio
-
Envestnet Asset Management Inc4.72MShares$211 Million0.06% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL3.78MShares$169 Million1.8% of portfolio