Jfs Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Jfs Wealth Advisors, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 59,641 shares of PRFZ stock, worth $2.1 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
59,641
Previous 60,893
2.06%
Holding current value
$2.1 Million
Previous $2.53 Million
10.86%
% of portfolio
0.15%
Previous 0.17%
Shares
28 transactions
Others Institutions Holding PRFZ
# of Institutions
300Shares Held
42.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$694 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$92.1 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$46.6 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$43.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$39.7 Million0.0% of portfolio