Cobblestone Capital Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Cobblestone Capital Advisors LLC
- $1.6 Billion
- Q2 2024
A detailed history of Cobblestone Capital Advisors LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 7,905 shares of PRFZ stock, worth $323,630. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,905
Previous 7,905
-0.0%
Holding current value
$323,630
Previous $310,000
2.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PRFZ
# of Institutions
291Shares Held
41.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.6MShares$844 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$101 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$60 Million1.11% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$52.3 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$49.9 Million0.02% of portfolio