Institute For Wealth Management, Llc. Invesco Ftse Rafi Us 1500 Smal Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 22,440 shares of PRFZ stock, worth $966,715. This represents 0.12% of its overall portfolio holdings.
Number of Shares
22,440
Previous 22,654
0.94%
Holding current value
$966,715
Previous $941,000
0.85%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding PRFZ
# of Institutions
289Shares Held
41.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$868 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$110 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.3 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.7 Million0.02% of portfolio