Mycio Wealth Partners, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Mycio Wealth Partners, LLC
- $397 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding PRFZ
# of Institutions
273Shares Held
40.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA20.4MShares$773 Million1.1% of portfolio
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Bank Of America Corp Charlotte, NC2.47MShares$93.7 Million0.01% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.56MShares$59.3 Million1.46% of portfolio
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Morgan Stanley New York, NY1.19MShares$45.1 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.19MShares$45.1 Million0.03% of portfolio