Litman Gregory Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Litman Gregory Wealth Management LLC
- $1.19 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$847 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC2.55MShares$107 Million0.01% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$57.9 Million1.07% of portfolio
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Wealth Enhancement Advisory Services, LLC1.28MShares$53.8 Million0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$51.4 Million0.02% of portfolio