Smith, Salley & Associates Invesco Ftse Rafi Us 1500 Smal Transaction History
Smith, Salley & Associates
- $1.48 Billion
- Q3 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 22,206 shares of PRFZ stock, worth $968,847. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,206
Previous 18,920
17.37%
Holding current value
$968,847
Previous $721,000
27.88%
% of portfolio
0.06%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$879 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$111 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$60 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55.8 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53.3 Million0.02% of portfolio