Three Bridge Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Three Bridge Wealth Advisors, LLC
- $283 Million
- Q4 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 191,374 shares of PRFZ stock, worth $7.25 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
191,374
Previous 194,442
1.58%
Holding current value
$7.25 Million
Previous $8.08 Million
1.44%
% of portfolio
2.82%
Previous 3.01%
Shares
12 transactions
Others Institutions Holding PRFZ
# of Institutions
299Shares Held
42.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$746 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$99 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$50.1 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$47 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$42.7 Million0.0% of portfolio