Ropes Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$131.4 - $153.47 $52,560 - $61,388	-400 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$107.92 - $116.01 $43,168 - $46,404	400 New	400 $45,000

Others Institutions Holding PRF

# of Institutions

559

Shares Held

134M

Call Options Held

1.3K

Put Options Held

500

Charles Schwab Investment Management Inc San Francisco, CA

23.5M
Shares

$999 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

11.1M
Shares

$471 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.6M
Shares

$281 Million
0.07% of portfolio
Rfg Advisory, LLC Birmingham, AL

6.3M
Shares

$268 Million
7.42% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.26M
Shares

$223 Million
0.14% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PRF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.