Jamison Private Wealth Management, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History
Jamison Private Wealth Management, Inc.
- $602 Billion
- Q2 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 200 shares of PRFZ stock, worth $8,128. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$8,128
Previous $7.86 Million
2.9%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PRFZ
# of Institutions
274Shares Held
40.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA20.4MShares$827 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$100 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.56MShares$63.4 Million1.46% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$49 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.19MShares$48.3 Million0.0% of portfolio