Smith, Salley & Associates Invesco Ftse Rafi Us 1500 Smal Transaction History
Smith, Salley & Associates
- $1.25 Billion
- Q1 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 18,920 shares of PRFZ stock, worth $718,392. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,920
Previous 18,920
-0.0%
Holding current value
$718,392
Previous $709,000
4.8%
% of portfolio
0.06%
Previous 0.05%
Shares
4 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$773 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$93.7 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.56MShares$59.3 Million1.46% of portfolio
-
Morgan Stanley New York, NY1.19MShares$45.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$45.1 Million0.03% of portfolio