Heritage Wealth Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Heritage Wealth Advisors holds 160 shares of PRFZ stock, worth $6,899. This represents 0.0% of its overall portfolio holdings.
Number of Shares
160
Previous 160
-0.0%
Holding current value
$6,899
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PRFZ
# of Institutions
289Shares Held
42.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$869 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$110 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.3 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55.1 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.7 Million0.02% of portfolio