Sound Stewardship, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Sound Stewardship, LLC
- $165 Billion
- Q2 2024
A detailed history of Sound Stewardship, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sound Stewardship, LLC holds 77,723 shares of PRFZ stock, worth $3.21 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
77,723
Previous 78,198
0.61%
Holding current value
$3.21 Million
Previous $3.07 Billion
3.49%
% of portfolio
1.8%
Previous 1.86%
Shares
7 transactions
Others Institutions Holding PRFZ
# of Institutions
283Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.6MShares$850 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.46MShares$101 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.47MShares$60.5 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$50.3 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.21MShares$49.8 Million0.11% of portfolio