Johnson & White Wealth Management, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History
Johnson & White Wealth Management, LLC
- $137 Million
- Q1 2024
A detailed history of Johnson & White Wealth Management, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 263,061 shares of PXF stock, worth $12.9 Million. This represents 9.5% of its overall portfolio holdings.
Number of Shares
263,061
Previous 236,168
11.39%
Holding current value
$12.9 Million
Previous $11.2 Million
16.69%
% of portfolio
9.5%
Previous 9.27%
Shares
6 transactions
Others Institutions Holding PXF
# of Institutions
189Shares Held
28.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA11.4MShares$558 Million0.78% of portfolio
-
Invesco Ltd. Atlanta, GA4.74MShares$232 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.89MShares$92.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.22MShares$59.9 Million0.0% of portfolio
-
Victory Capital Management Inc1.07MShares$52.3 Million0.05% of portfolio