Colonial Trust Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History
Colonial Trust Advisors
- $1.19 Billion
- Q2 2025
A detailed history of Colonial Trust Advisors transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Colonial Trust Advisors holds 7,150 shares of PRFZ stock, worth $323,037. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,150
Previous 7,150
-0.0%
Holding current value
$323,037
Previous $270,000
7.41%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding PRFZ
# of Institutions
322Shares Held
23MCall 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