Three Bridge Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Three Bridge Wealth Advisors, LLC
- $268 Million
- Q3 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 63,738 shares of PRF stock, worth $2.59 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
63,738
Previous 58,165
9.58%
Holding current value
$2.59 Million
Previous $2.21 Million
17.31%
% of portfolio
0.96%
Previous 0.88%
Shares
11 transactions
Others Institutions Holding PRF
# of Institutions
527Shares Held
131MCall Options Held
1KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA23.6MShares$960 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$436 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.29MShares$255 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.98MShares$243 Million7.64% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.28MShares$214 Million0.14% of portfolio