Forvis Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 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 28,266 shares of PRFZ stock, worth $1.25 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,266
Previous 28,285
0.07%
Holding current value
$1.25 Million
Previous $1.11 Million
2.97%
% of portfolio
0.03%
Previous 0.03%
Shares
25 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
41.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.6MShares$908 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$108 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$64.6 Million1.11% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$56.3 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53.7 Million0.02% of portfolio