Charles Schwab Trust CO Invesco Ftse Rafi Us 1500 Smal Transaction History
Charles Schwab Trust CO
- $1.07 Billion
- Q2 2024
A detailed history of Charles Schwab Trust CO transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Charles Schwab Trust CO holds 79,047 shares of PRFZ stock, worth $3.15 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
79,047
Previous 75,899
4.15%
Holding current value
$3.15 Million
Previous $2.98 Million
1.11%
% of portfolio
0.28%
Previous 0.29%
Shares
20 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