Sheets Smith Wealth Management Invesco Ftse Rafi Us 1500 Smal Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 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 5,670 shares of PRFZ stock, worth $241,655. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,670
Previous 10,333
45.13%
Holding current value
$241,655
Previous $429,000
45.22%
% of portfolio
0.03%
Previous 0.05%
Shares
28 transactions
Others Institutions Holding PRFZ
# of Institutions
291Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$858 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$109 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$58.6 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$54.4 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.1 Million0.02% of portfolio