Omni 360 Wealth, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History
Omni 360 Wealth, Inc.
- $135 Billion
- Q2 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 22,212 shares of PRFZ stock, worth $928,017. This represents 0.63% of its overall portfolio holdings.
Number of Shares
22,212
Previous 22,410
0.88%
Holding current value
$928,017
Previous $880 Million
3.76%
% of portfolio
0.63%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding PRFZ
# of Institutions
274Shares Held
40.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA20.4MShares$851 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$103 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.56MShares$65.2 Million1.46% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$50.4 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.19MShares$49.6 Million0.0% of portfolio