Forvis Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 28,077 shares of PRFZ stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,077
Previous 28,266
0.67%
Holding current value
$1.21 Million
Previous $1.08 Million
8.16%
% of portfolio
0.03%
Previous 0.03%
Shares
26 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$867 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$110 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.2 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.6 Million0.02% of portfolio