Stonebridge Financial Planning Group, LLC Invesco Dwa Industrials Moment Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Invesco Dwa Industrials Moment stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 4,581 shares of PRN stock, worth $812,852. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,581
Previous 4,780
4.16%
Holding current value
$812,852
Previous $637,000
9.89%
% of portfolio
0.35%
Previous 0.33%
Shares
12 transactions
Others Institutions Holding PRN
# of Institutions
90Shares Held
1.26MCall Options Held
4KPut Options Held
6K-
Wells Fargo & Company San Francisco, CA155KShares$27.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY141KShares$25 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL126KShares$22.3 Million0.03% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL113KShares$20.1 Million1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC82.8KShares$14.7 Million0.01% of portfolio