Cliftonlarsonallen Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 51,576 shares of PRFZ stock, worth $2.33 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
51,576
Previous 53,661
3.89%
Holding current value
$2.33 Million
Previous $2.18 Million
7.33%
% of portfolio
0.04%
Previous 0.04%
Shares
29 transactions
Others Institutions Holding PRFZ
# of Institutions
316Shares Held
23.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.5MShares$113 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.19MShares$53.7 Million0.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$52.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$49.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.03MShares$46.7 Million0.02% of portfolio