Mascoma Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 6,800 shares of PRFZ stock, worth $257,720. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,800
Previous 6,800
-0.0%
Holding current value
$257,720
Previous $282,000
-0.0%
% of portfolio
0.07%
Previous 0.07%
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