Milestone Investment Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 1,313 shares of PRFZ stock, worth $56,117. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,313
Previous 1,313
-0.0%
Holding current value
$56,117
Previous $50,000
8.0%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PRFZ
# of Institutions
292Shares Held
43MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$841 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$109 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$58.8 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$54.6 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$53 Million0.02% of portfolio