Sightline Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Sightline Wealth Advisors, LLC
- $152 Million
- Q1 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 5,701 shares of PRFZ stock, worth $215,896. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,701
Previous 5,688
0.23%
Holding current value
$215,896
Previous $213,000
4.69%
% of portfolio
0.15%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding PRFZ
# of Institutions
273Shares Held
40.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA20.4MShares$771 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$93.4 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.56MShares$59.1 Million1.46% of portfolio
-
Morgan Stanley New York, NY1.19MShares$45 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$45 Million0.03% of portfolio