Heritage Wealth Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Heritage Wealth Advisors holds 160 shares of PRFZ stock, worth $6,064. This represents 0.0% of its overall portfolio holdings.
Number of Shares
160
Previous 160
-0.0%
Holding current value
$6,064
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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$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
-
Lpl Financial LLC Fort Mill, SC1.24MShares$47 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$42.7 Million0.0% of portfolio