Schechter Investment Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Schechter Investment Advisors, LLC
- $977 Million
- Q2 2024
A detailed history of Schechter Investment Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 7,325 shares of PRFZ stock, worth $308,016. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,325
Previous 7,045
3.97%
Holding current value
$308,016
Previous $276,000
1.09%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding PRFZ
# of Institutions
291Shares Held
41.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.6MShares$866 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$103 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$61.7 Million1.11% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$53.7 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$51.3 Million0.02% of portfolio