Omni 360 Wealth, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History
Omni 360 Wealth, Inc.
- $171 Billion
- Q1 2025
A detailed history of Omni 360 Wealth, Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 21,886 shares of PRFZ stock, worth $866,029. This represents 0.49% of its overall portfolio holdings.
Number of Shares
21,886
Previous 21,880
0.03%
Holding current value
$866,029
Previous $910 Million
8.99%
% of portfolio
0.49%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding PRFZ
# of Institutions
306Shares Held
43.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$829 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.56MShares$101 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.23MShares$48.7 Million0.58% of portfolio
-
Morgan Stanley New York, NY1.11MShares$44 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$42.9 Million0.02% of portfolio