Wealth Plan Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 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 18,815 shares of PRF stock, worth $788,160. This represents 0.08% of its overall portfolio holdings.
Number of Shares
18,815Holding current value
$788,160% of portfolio
0.08%Shares
5 transactions
Others Institutions Holding PRF
# of Institutions
521Shares Held
128MCall Options Held
0Put Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA23.8MShares$995 Million0.17% of portfolio
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Bank Of America Corp Charlotte, NC10.7MShares$449 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.98MShares$251 Million0.06% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.98MShares$251 Million7.64% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA5.28MShares$221 Million0.14% of portfolio