Shakespeare Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Shakespeare Wealth Management, Inc.
- $344 Million
- Q2 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 37,385 shares of PRF stock, worth $1.5 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
37,385
Previous 37,417
0.09%
Holding current value
$1.5 Million
Previous $1.44 Million
1.46%
% of portfolio
0.41%
Previous 0.42%
Shares
25 transactions
Others Institutions Holding PRF
# of Institutions
512Shares Held
127MCall Options Held
0Put Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA23.8MShares$953 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$430 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.98MShares$240 Million0.06% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.57MShares$224 Million7.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.3MShares$213 Million0.13% of portfolio