Ever Source Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 309 shares of PRFZ stock, worth $12,808. This represents 0.0% of its overall portfolio holdings.
Number of Shares
309
Previous 308
0.32%
Holding current value
$12,808
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PRFZ
# of Institutions
283Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.6MShares$854 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$102 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$60.8 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$50.5 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$50 Million0.11% of portfolio