Vertex Planning Partners, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,622 shares of PRFZ stock, worth $250,775. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,622
Previous 6,613
0.14%
Holding current value
$250,775
Previous $248 Million
4.93%
% of portfolio
0.07%
Previous 0.07%
Shares
6 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$771 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$93.4 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.56MShares$59.1 Million1.46% of portfolio
-
Morgan Stanley New York, NY1.19MShares$45 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$45 Million0.03% of portfolio