Kore Private Wealth LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Kore Private Wealth LLC
- $554 Million
- Q3 2022
A detailed history of Kore Private Wealth LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Kore Private Wealth LLC holds 20,237 shares of PRFZ stock, worth $766,982. This represents 0.53% of its overall portfolio holdings.
Number of Shares
20,237
Previous 19,647
3.0%
Holding current value
$766,982
Previous $3.01 Million
2.12%
% of portfolio
0.53%
Previous 0.46%
Shares
7 transactions
Others Institutions Holding PRFZ
# of Institutions
273Shares Held
40.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA20.4MShares$772 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$93.5 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.56MShares$59.2 Million1.46% of portfolio
-
Morgan Stanley New York, NY1.19MShares$45 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$45 Million0.03% of portfolio