Clear Perspectives Financial Planning, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 77 shares of PRFZ stock, worth $3,263. This represents 0.01% of its overall portfolio holdings.
Number of Shares
77
Previous 77
-0.0%
Holding current value
$3,263
Previous $12,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$854 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$108 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$58.3 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$54.2 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$51.8 Million0.02% of portfolio