Coppell Advisory Solutions LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Coppell Advisory Solutions LLC
- $680 Billion
- Q3 2024
Shares
4 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$862 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC2.55MShares$109 Million0.01% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$58.9 Million1.07% of portfolio
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Wealth Enhancement Advisory Services, LLC1.28MShares$54.7 Million0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$52.3 Million0.02% of portfolio