Independent Advisor Alliance Invesco Ftse Rafi Us 1500 Smal Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 2025
A detailed history of Independent Advisor Alliance transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Independent Advisor Alliance holds 27,636 shares of PRFZ stock, worth $1.08 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
27,636
Previous 131,978
79.06%
Holding current value
$1.08 Million
Previous $5.49 Million
80.95%
% of portfolio
0.04%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding PRFZ
# of Institutions
306Shares Held
43.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$819 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.56MShares$100 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.23MShares$48.1 Million0.58% of portfolio
-
Morgan Stanley New York, NY1.11MShares$43.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$42.3 Million0.02% of portfolio