Sheets Smith Wealth Management Invesco Ftse Rafi Us 1500 Smal Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sheets Smith Wealth Management holds 10,222 shares of PRFZ stock, worth $407,448. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,222
Previous 10,212
0.1%
Holding current value
$407,448
Previous $401,000
2.99%
% of portfolio
0.05%
Previous 0.05%
Shares
26 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$821 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$98 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$58.5 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$48.6 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$48.1 Million0.11% of portfolio