Johnson & White Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Johnson & White Wealth Management, LLC
- $116 Million
- Q3 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 205,775 shares of PRFZ stock, worth $8.53 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
205,775
Previous 195,827
5.08%
Holding current value
$8.53 Million
Previous $7.47 Million
14.47%
% of portfolio
7.36%
Previous 7.13%
Shares
9 transactions
Others Institutions Holding PRFZ
# of Institutions
288Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.6MShares$854 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$102 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$60.8 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$50.5 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$50 Million0.11% of portfolio