Johnson & White Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Johnson & White Wealth Management, LLC
- $165 Million
- Q4 2024
A detailed history of Johnson & White Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 219,672 shares of PRFZ stock, worth $8.33 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
219,672
Previous 205,775
6.75%
Holding current value
$8.33 Million
Previous $8.55 Million
7.09%
% of portfolio
5.54%
Previous 7.36%
Shares
10 transactions
Others Institutions Holding PRFZ
# of Institutions
299Shares 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