Wealth Plan Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,265 shares of PRF stock, worth $768,043. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,265
Previous 18,815 2.92%
Holding current value
$768,043
Previous $764,000 3.66%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$40.15 - $42.9 $22,082 - $23,595
-550 Reduced 2.92%
18,265 $736,000
Q3 2024

Nov 05, 2024
BUY
$37.33 - $40.63 $702,363 - $764,453
18,815 New
18,815 $764,000
Q3 2023

Nov 09, 2023
BUY
$31.76 - $166.28 $641,361 - $3.36 Million
20,194 New
20,194 $642,000
Q4 2022

Feb 15, 2023
BUY
$28.1 - $163.61 $252 - $1,472
9 Added 0.22%
4,048 $628,000
Q3 2022

Dec 12, 2022
SELL
$27.75 - $164.89 $2,525 - $15,004
-91 Reduced 2.2%
4,039 $638,000
Q1 2022

Sep 07, 2022
BUY
$162.0 - $175.48 $669,060 - $724,732
4,130 New
4,130 $662,000

Others Institutions Holding PRF

# of Institutions
535
Shares Held
132M
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 Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email