Summit Financial Strategies, Inc. Invesco Exchange Traded Fd Tr Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,239 shares of PRF stock, worth $396,353. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,239
Previous 9,239 -0.0%
Holding current value
$396,353
Previous $350,000 7.14%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
BUY
$31.76 - $166.28 $234,738 - $1.23 Million
7,391 Added 399.95%
9,239 $293,000
Q1 2021

May 11, 2021
BUY
$131.4 - $153.47 $242,827 - $283,612
1,848 New
1,848 $280,000
Q4 2020

Feb 05, 2021
SELL
$112.02 - $133.2 $207,012 - $246,153
-1,848 Closed
0 $0
Q2 2020

Jul 31, 2020
BUY
$88.04 - $119.61 $162,697 - $221,039
1,848 New
1,848 $200,000
Q1 2020

May 11, 2020
SELL
$79.39 - $129.53 $143,616 - $234,319
-1,809 Closed
0 $0
Q3 2019

Nov 14, 2019
SELL
$111.23 - $119.73 $103,666 - $111,588
-932 Reduced 34.0%
1,809 $213,000
Q2 2019

Aug 08, 2019
BUY
$109.09 - $117.73 $14,181 - $15,304
130 Added 4.98%
2,741 $320,000
Q1 2019

May 14, 2019
BUY
$99.95 - $114.36 $23,288 - $26,645
233 Added 9.8%
2,611 $296,000
Q4 2018

Feb 06, 2019
BUY
$95.78 - $119.49 $14,271 - $17,804
149 Added 6.68%
2,378 $242,000
Q3 2018

Nov 09, 2018
BUY
$112.51 - $120.82 $1,687 - $1,812
15 Added 0.68%
2,229 $265,000
Q2 2018

Aug 06, 2018
BUY
$107.92 - $116.01 $238,934 - $256,846
2,214 New
2,214 $249,000

Others Institutions Holding PRF

# of Institutions
526
Shares Held
131M
Call Options Held
1K
Put Options Held
200
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PRF Quotes by TradingView
  • Ticker PRF
  • Sector ETFs
  • Industry ETFs
More about PRF
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email