Spartan Planning & Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spartan Planning & Wealth Management

$106 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 17, 2023	BUY	$31.76 - $166.28 $127 - $665	4 Added 400.0%	5 $0
Q4 2022 Feb 01, 2023	BUY	$28.1 - $163.61 $28 - $163	1 New	1 $0

Others Institutions Holding PRF

# of Institutions

534

Shares Held

132M

Call Options Held

1K

Put Options Held

200

Charles Schwab Investment Management Inc San Francisco, CA

23.6M
Shares

$993 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$451 Million
0.04% of portfolio
Rfg Advisory, LLC Birmingham, AL

6.3M
Shares

$265 Million
7.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.29M
Shares

$264 Million
0.07% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.28M
Shares

$222 Million
0.14% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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