Wealth Bridge Capital Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Wealth Bridge Capital Management, LLC
- $354 Million
- Q4 2024
A detailed history of Wealth Bridge Capital Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 76,618 shares of PRFZ stock, worth $2.99 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
76,618
Previous 75,013
2.14%
Holding current value
$2.99 Million
Previous $3.12 Million
2.31%
% of portfolio
0.9%
Previous 0.91%
Shares
24 transactions
Others Institutions Holding PRFZ
# of Institutions
298Shares Held
43.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$769 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$102 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$51.6 Million0.86% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$49.9 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$48.4 Million0.02% of portfolio