Jamison Private Wealth Management, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History
Jamison Private Wealth Management, Inc.
- $602 Billion
- Q2 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 200 shares of PRFZ stock, worth $7,972. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$7,972
Previous $7.86 Million
2.9%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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