Oxler Private Wealth LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Oxler Private Wealth LLC
- $275 Million
- Q4 2024
A detailed history of Oxler Private Wealth LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Oxler Private Wealth LLC holds 16,316 shares of PRFZ stock, worth $698,487. This represents 0.25% of its overall portfolio holdings.
Number of Shares
16,316
Previous 19,774
17.49%
Holding current value
$698,487
Previous $821,000
17.42%
% of portfolio
0.25%
Previous 0.3%
Shares
16 transactions
Others Institutions Holding PRFZ
# of Institutions
288Shares Held
42.1MCall 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