Callan Capital, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Callan Capital, LLC
- $1.36 Billion
- Q4 2024
A detailed history of Callan Capital, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Callan Capital, LLC holds 276,939 shares of PRFZ stock, worth $10.5 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
276,939
Previous 293,629
5.68%
Holding current value
$10.5 Million
Previous $12.2 Million
5.55%
% of portfolio
0.84%
Previous 0.86%
Shares
31 transactions
Others Institutions Holding PRFZ
# of Institutions
298Shares Held
43.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$746 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$99 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$50.1 Million0.86% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$48.4 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$47 Million0.02% of portfolio