Atlantic Edge Private Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Atlantic Edge Private Wealth Management, LLC
- $299 Billion
- Q2 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 445 shares of PRFZ stock, worth $18,111. This represents 0.01% of its overall portfolio holdings.
Number of Shares
445
Previous 445
-0.0%
Holding current value
$18,111
Previous $17.5 Million
2.9%
% of portfolio
0.01%
Previous 0.01%
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$839 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$100 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$59.7 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$49.6 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$49.1 Million0.11% of portfolio