Shakespeare Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 37,010 shares of PRF stock, worth $1.55 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
37,010
Previous 37,340
0.88%
Holding current value
$1.55 Million
Previous $1.52 Million
1.65%
% of portfolio
0.4%
Previous 0.4%
Shares
27 transactions
Others Institutions Holding PRF
# of Institutions
559Shares Held
134MCall Options Held
1.3KPut Options Held
500-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$982 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$463 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.6MShares$276 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.3MShares$263 Million7.42% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.26MShares$219 Million0.14% of portfolio