Stonebridge Financial Planning Group, LLC Invesco Dwa Industrials Moment Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 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 4,780 shares of PRN stock, worth $808,823. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,780
Previous 3,871
23.48%
Holding current value
$808,823
Previous $540,000
17.96%
% of portfolio
0.33%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding PRN
# of Institutions
82Shares Held
950KCall Options Held
1KPut Options Held
4K-
Wells Fargo & Company San Francisco, CA136KShares$23 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL113KShares$19.2 Million1.61% of portfolio
-
Morgan Stanley New York, NY68.3KShares$11.6 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL61.8KShares$10.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC53.7KShares$9.09 Million0.0% of portfolio