Johnson & White Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Johnson & White Wealth Management, LLC
- $165 Million
- Q4 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 219,672 shares of PRFZ stock, worth $9.32 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
219,672
Previous 205,775
6.75%
Holding current value
$9.32 Million
Previous $8.55 Million
7.09%
% of portfolio
5.54%
Previous 7.36%
Shares
10 transactions
Others Institutions Holding PRFZ
# of Institutions
291Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$855 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$108 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$58.4 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$54.2 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$51.9 Million0.02% of portfolio