Smith, Salley & Associates Invesco Ftse Rafi Us 1500 Smal Transaction History
Smith, Salley & Associates
- $1.5 Billion
- Q4 2024
A detailed history of Smith, Salley & Associates transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Smith, Salley & Associates holds 20,070 shares of PRFZ stock, worth $826,683. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,070
Previous 22,206
9.62%
Holding current value
$826,683
Previous $922,000
9.44%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding PRFZ
# of Institutions
298Shares Held
43.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$811 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$108 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$54.4 Million0.86% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$52.6 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$51.1 Million0.02% of portfolio