Omni 360 Wealth, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History
Omni 360 Wealth, Inc.
- $153 Billion
- Q3 2024
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 22,028 shares of PRFZ stock, worth $943,018. This represents 0.6% of its overall portfolio holdings.
Number of Shares
22,028
Previous 22,212
0.83%
Holding current value
$943,018
Previous $847 Million
8.04%
% of portfolio
0.6%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding PRFZ
# of Institutions
289Shares Held
41.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$862 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$109 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$58.9 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$54.7 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.3 Million0.02% of portfolio