Sound Stewardship, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Sound Stewardship, LLC
- $176 Billion
- Q1 2025
A detailed history of Sound Stewardship, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sound Stewardship, LLC holds 75,963 shares of PRFZ stock, worth $2.68 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
75,963
Previous 76,031
0.09%
Holding current value
$2.68 Million
Previous $3.16 Billion
9.09%
% of portfolio
1.64%
Previous 1.88%
Shares
10 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