Eq Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Eq Wealth Advisors, LLC
- $126 Billion
- Q1 2025
A detailed history of Eq Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 47,681 shares of PRFZ stock, worth $1.75 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
47,681
Previous 47,855
0.36%
Holding current value
$1.75 Million
Previous $1.99 Billion
9.34%
% of portfolio
1.44%
Previous 1.91%
Shares
2 transactions
Others Institutions Holding PRFZ
# of Institutions
299Shares Held
43MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$724 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$96 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$48.6 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$45.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$41.4 Million0.0% of portfolio