Warren Averett Asset Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Warren Averett Asset Management, LLC
- $8.88 Billion
- Q2 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 1,188,631 shares of PRFZ stock, worth $49.6 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
1,188,631
Previous 1,230,237
3.38%
Holding current value
$49.6 Million
Previous $46.6 Million
3.79%
% of portfolio
0.54%
Previous 0.58%
Shares
29 transactions
Others Institutions Holding PRFZ
# of Institutions
311Shares Held
23.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.5MShares$104 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$48.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$45.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.03MShares$43.1 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL937KShares$39.1 Million0.02% of portfolio