Boston Standard Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Boston Standard Wealth Management, LLC
- $515 Billion
- Q4 2024
A detailed history of Boston Standard Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 42,315 shares of PRFZ stock, worth $1.82 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
42,315
Previous 42,523
0.49%
Holding current value
$1.82 Million
Previous $1.77 Billion
0.34%
% of portfolio
0.34%
Previous 0.34%
Shares
24 transactions
Others Institutions Holding PRFZ
# of Institutions
289Shares Held
42.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$869 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$110 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.3 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55.1 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.7 Million0.02% of portfolio