Vertex Planning Partners, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 5,935 shares of PRFZ stock, worth $244,937. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,935
Previous 6,622
10.37%
Holding current value
$244,937
Previous $260 Million
12.98%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding PRFZ
# of Institutions
283Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.6MShares$850 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$101 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$60.5 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$50.3 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$49.8 Million0.11% of portfolio