Zrc Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Zrc Wealth Management, LLC
- $200 Billion
- Q1 2024
A detailed history of Zrc Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 61 shares of PRFZ stock, worth $2,310. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 325
81.23%
Holding current value
$2,310
Previous $10.7 Million
77.64%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding PRFZ
# of Institutions
273Shares Held
40.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA20.4MShares$771 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$93.4 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.56MShares$59.1 Million1.46% of portfolio
-
Morgan Stanley New York, NY1.19MShares$45 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$45 Million0.03% of portfolio