Oxler Private Wealth LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Oxler Private Wealth LLC
- $254 Million
- Q2 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 20,442 shares of PRFZ stock, worth $843,641. This represents 0.31% of its overall portfolio holdings.
Number of Shares
20,442
Previous 20,358
0.41%
Holding current value
$843,641
Previous $799,000
2.5%
% of portfolio
0.31%
Previous 0.33%
Shares
14 transactions
Others Institutions Holding PRFZ
# of Institutions
283Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.6MShares$850 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$101 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$60.5 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$50.3 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$49.8 Million0.11% of portfolio