Epg Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Epg Wealth Management LLC
- $396 Billion
- Q3 2024
A detailed history of Epg Wealth Management LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Epg Wealth Management LLC holds 858 shares of PRFZ stock, worth $35,864. This represents 0.01% of its overall portfolio holdings.
Number of Shares
858
Previous 0
Infinity%
Holding current value
$35,864
Previous $0
Infinity%
% of portfolio
0.01%
Previous 100.0%
Shares
13 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$842 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$107 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$57.5 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$53.4 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$51.1 Million0.02% of portfolio