Fidelis Capital Partners, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Fidelis Capital Partners, LLC
- $702 Billion
- Q2 2024
A detailed history of Fidelis Capital Partners, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 17,975 shares of PRFZ stock, worth $716,483. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,975
Previous 14,500
23.97%
Holding current value
$716,483
Previous $570 Million
19.52%
% of portfolio
0.1%
Previous 0.09%
Shares
2 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$821 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$98 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$58.5 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$48.6 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$48.1 Million0.11% of portfolio