Market Street Wealth Management Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Market Street Wealth Management Advisors LLC
- $523 Million
- Q2 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 15,055 shares of PRFZ stock, worth $624,029. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,055
Previous 15,055
-0.0%
Holding current value
$624,029
Previous $591,000
2.88%
% of portfolio
0.11%
Previous 0.12%
Shares
19 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$854 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$102 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$60.8 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$50.5 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$50 Million0.11% of portfolio