Golden Bell Financial Planning LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Golden Bell Financial Planning LLC
- $99.5 Billion
- Q4 2024
A detailed history of Golden Bell Financial Planning LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 17,468 shares of PRFZ stock, worth $753,220. This represents 0.73% of its overall portfolio holdings.
Number of Shares
17,468Holding current value
$753,220% of portfolio
0.73%Shares
1 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
42.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$869 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC2.55MShares$110 Million0.01% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.3 Million1.07% of portfolio
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Wealth Enhancement Advisory Services, LLC1.28MShares$55.1 Million0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$52.7 Million0.02% of portfolio