Mark Sheptoff Financial Planning, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 128 shares of PRFZ stock, worth $5,680. This represents 0.0% of its overall portfolio holdings.
Number of Shares
128Holding current value
$5,680% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PRFZ
# of Institutions
326Shares Held
23.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.52MShares$112 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$54 Million0.02% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.15MShares$51.3 Million0.54% of portfolio
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Morgan Stanley New York, NY1.09MShares$48.4 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.04MShares$46 Million0.02% of portfolio