Whipplewood Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 27,789 shares of PRFZ stock, worth $1.19 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
27,789Holding current value
$1.19 Million% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
42.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$865 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC2.55MShares$110 Million0.01% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.1 Million1.07% of portfolio
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Wealth Enhancement Advisory Services, LLC1.28MShares$54.8 Million0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$52.5 Million0.02% of portfolio