Modern Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Modern Wealth Management, LLC holds 53,048 shares of PRFZ stock, worth $2.4 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
53,048Holding current value
$2.4 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding PRFZ
# of Institutions
322Shares Held
23MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.5MShares$113 Million0.01% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.19MShares$53.7 Million0.54% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$52.3 Million0.02% of portfolio
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Morgan Stanley New York, NY1.1MShares$49.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.03MShares$46.7 Million0.02% of portfolio