Guardian Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Guardian Wealth Advisors, LLC
- $1.18 Billion
- Q4 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 5,513 shares of PRFZ stock, worth $211,864. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,513
Previous 5,570
1.02%
Holding current value
$211,864
Previous $231,000
0.87%
% of portfolio
0.02%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding PRFZ
# of Institutions
298Shares Held
42.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$756 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$100 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$50.8 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$47.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$43.3 Million0.0% of portfolio