Wcg Wealth Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 187,945 shares of PRFZ stock, worth $6.64 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
187,945
Previous 190,097
1.13%
Holding current value
$6.64 Million
Previous $7.9 Million
1.0%
% of portfolio
0.55%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding PRFZ
# of Institutions
300Shares Held
42.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$695 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$92.2 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$46.6 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$43.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$39.7 Million0.0% of portfolio