Spire Wealth Management Invesco Ftse Rafi Us 1500 Smal Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Spire Wealth Management holds 8,241 shares of PRFZ stock, worth $354,610. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,241
Previous 8,852
6.9%
Holding current value
$354,610
Previous $337,000
1.48%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding PRFZ
# of Institutions
289Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$867 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$110 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$59.2 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$55 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.6 Million0.02% of portfolio