Jfs Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 60,893 shares of PRFZ stock, worth $2.35 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
60,893
Previous 63,645
4.32%
Holding current value
$2.35 Million
Previous $2.64 Million
4.2%
% of portfolio
0.17%
Previous 0.18%
Shares
27 transactions
Others Institutions Holding PRFZ
# of Institutions
298Shares Held
42.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$759 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$101 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$50.9 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$47.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$43.4 Million0.0% of portfolio