Lyell Wealth Management, LP Invesco Ftse Rafi Us 1500 Smal Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
A detailed history of Lyell Wealth Management, LP transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Lyell Wealth Management, LP holds 6,774 shares of PRFZ stock, worth $279,562. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,774Holding current value
$279,562% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding PRFZ
# of Institutions
283Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.6MShares$850 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC2.46MShares$101 Million0.01% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$60.5 Million1.11% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$50.3 Million0.02% of portfolio
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Wealth Enhancement Advisory Services, LLC1.21MShares$49.8 Million0.11% of portfolio