Oxler Private Wealth LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Oxler Private Wealth LLC
- $301 Million
- Q3 2025
A detailed history of Oxler Private Wealth LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Oxler Private Wealth LLC holds 14,684 shares of PRFZ stock, worth $651,675. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,684
Previous 15,349
4.33%
Holding current value
$651,675
Previous $624,000
6.73%
% of portfolio
0.22%
Previous 0.22%
Shares
19 transactions
Others Institutions Holding PRFZ
# of Institutions
326Shares Held
23.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.52MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54 Million0.02% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.15MShares$51.3 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.09MShares$48.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.04MShares$46 Million0.02% of portfolio