Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 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 103,817 shares of PRF stock, worth $4.06 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
103,817
Previous 104,005
0.18%
Holding current value
$4.06 Million
Previous $4.2 Billion
0.01%
% of portfolio
1.16%
Previous 1.37%
Shares
6 transactions
Others Institutions Holding PRF
# of Institutions
567Shares Held
135MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$921 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$434 Million0.04% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.86MShares$269 Million7.83% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$259 Million0.07% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$206 Million0.14% of portfolio