Tradition Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Tradition Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 13,174 shares of PRFZ stock, worth $506,276. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,174
Previous 13,168
0.05%
Holding current value
$506,276
Previous $547,000
0.18%
% of portfolio
0.05%
Previous 0.05%
Shares
17 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$756 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$100 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$50.8 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$47.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$43.3 Million0.0% of portfolio