Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
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 114,939 shares of PRF stock, worth $4.37 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
114,939
Previous 137,963
16.69%
Holding current value
$4.37 Million
Previous $4.86 Billion
8.95%
% of portfolio
1.9%
Previous 2.47%
Shares
2 transactions
Others Institutions Holding PRF
# of Institutions
509Shares 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