Baystate Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Baystate Wealth Management LLC holds 869 shares of PRFZ stock, worth $39,157. This represents 0.0% of its overall portfolio holdings.
Number of Shares
869
Previous 866
0.35%
Holding current value
$39,157
Previous $28,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$908 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$115 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$62 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$57.6 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$55.1 Million0.02% of portfolio