Oak Harbor Wealth Partners, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Oak Harbor Wealth Partners, LLC
- $349 Million
- Q3 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,380 shares of PRFZ stock, worth $59,063. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,380Holding current value
$59,063% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding PRFZ
# of Institutions
289Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$862 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC2.55MShares$109 Million0.01% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$58.9 Million1.07% of portfolio
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Wealth Enhancement Advisory Services, LLC1.28MShares$54.7 Million0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC1.22MShares$52.3 Million0.02% of portfolio