Johnson & White Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Johnson & White Wealth Management, LLC
- $105 Million
- Q2 2024
A detailed history of Johnson & White Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 195,827 shares of PRFZ stock, worth $7.96 Million. This represents 7.13% of its overall portfolio holdings.
Number of Shares
195,827
Previous 168,673
16.1%
Holding current value
$7.96 Million
Previous $6.63 Million
12.74%
% of portfolio
7.13%
Previous 4.82%
Shares
8 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