First Foundation Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History
First Foundation Advisors
- $2.56 Billion
- Q2 2024
A detailed history of First Foundation Advisors transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, First Foundation Advisors holds 1,027,074 shares of PRFZ stock, worth $42.6 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
1,027,074
Previous 844,240
21.66%
Holding current value
$42.6 Million
Previous $33.2 Million
18.13%
% of portfolio
1.53%
Previous 1.36%
Shares
9 transactions
Others Institutions Holding PRFZ
# of Institutions
288Shares 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