Provence Wealth Management Group Invesco Ftse Rafi Us 1500 Smal Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
Shares
3 transactions
Others Institutions Holding PRFZ
# of Institutions
312Shares Held
43.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$879 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC2.56MShares$107 Million0.01% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL1.23MShares$51.6 Million0.58% of portfolio
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Morgan Stanley New York, NY1.11MShares$46.6 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.08MShares$45.4 Million0.02% of portfolio