Three Bridge Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Three Bridge Wealth Advisors, LLC
- $250 Million
- Q2 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 197,085 shares of PRFZ stock, worth $8.14 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
197,085
Previous 196,702
0.19%
Holding current value
$8.14 Million
Previous $7.73 Million
2.72%
% of portfolio
3.01%
Previous 3.09%
Shares
10 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$851 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$101 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$60.6 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