Colonial Trust Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History
Colonial Trust Advisors
- $1.14 Billion
- Q3 2024
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 $311,954. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,150
Previous 7,150
-0.0%
Holding current value
$311,954
Previous $272,000
9.19%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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$879 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$111 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$60 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55.8 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53.3 Million0.02% of portfolio