Lion Street Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Lion Street Advisors, LLC
- $307 Million
- Q4 2024
A detailed history of Lion Street Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Lion Street Advisors, LLC holds 29,194 shares of PRFZ stock, worth $1.26 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
29,194
Previous 28,368
2.91%
Holding current value
$1.26 Million
Previous $1.18 Million
3.06%
% of portfolio
0.4%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding PRFZ
# of Institutions
288Shares Held
41.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$868 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$110 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.3 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.7 Million0.02% of portfolio