Omni 360 Wealth, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History
Omni 360 Wealth, Inc.
- $203 Billion
- Q2 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 20,748 shares of PRFZ stock, worth $853,987. This represents 0.42% of its overall portfolio holdings.
Number of Shares
20,748
Previous 21,886
5.2%
Holding current value
$853,987
Previous $829 Million
1.84%
% of portfolio
0.42%
Previous 0.49%
Shares
7 transactions
Others Institutions Holding PRFZ
# of Institutions
307Shares Held
43.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$863 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.56MShares$106 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.23MShares$50.6 Million0.58% of portfolio
-
Morgan Stanley New York, NY1.11MShares$45.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$44.6 Million0.02% of portfolio