Wealthspan Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 25,075 shares of PRF stock, worth $1.06 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
25,075
Previous 24,925
0.6%
Holding current value
$1.06 Million
Previous $1.01 Million
0.1%
% of portfolio
0.5%
Previous 0.51%
Shares
9 transactions
Others Institutions Holding PRF
# of Institutions
544Shares Held
133MCall Options Held
1KPut Options Held
200-
Charles Schwab Investment Management Inc San Francisco, CA23.5MShares$991 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$453 Million0.04% of portfolio
-
Rfg Advisory, LLC Birmingham, AL6.3MShares$266 Million7.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.29MShares$265 Million0.07% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA5.28MShares$222 Million0.14% of portfolio