Wcg Wealth Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 187,945 shares of PRFZ stock, worth $7.7 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
187,945
Previous 190,097
1.13%
Holding current value
$7.7 Million
Previous $7.9 Million
1.0%
% of portfolio
0.55%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding PRFZ
# of Institutions
298Shares Held
43.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$807 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$107 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$54.1 Million0.86% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$52.3 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$50.8 Million0.02% of portfolio