Boston Standard Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Boston Standard Wealth Management, LLC
- $514 Billion
- Q3 2024
A detailed history of Boston Standard Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 42,523 shares of PRFZ stock, worth $1.83 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
42,523
Previous 41,251
3.08%
Holding current value
$1.83 Million
Previous $1.57 Billion
12.33%
% of portfolio
0.34%
Previous 0.35%
Shares
23 transactions
Others Institutions Holding PRFZ
# of Institutions
289Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$867 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$110 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.2 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.6 Million0.02% of portfolio