Tradition Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 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 13,168 shares of PRFZ stock, worth $553,714. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,168
Previous 13,434
1.98%
Holding current value
$553,714
Previous $512,000
6.84%
% of portfolio
0.05%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$847 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$107 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$57.9 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$53.7 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$51.4 Million0.02% of portfolio