Western Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Western Wealth Management, LLC holds 12,725 shares of PRFZ stock, worth $479,478. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,725
Previous 13,293
4.27%
Holding current value
$479,478
Previous $498,000
0.2%
% of portfolio
0.04%
Previous 0.04%
Shares
7 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$767 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$93 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.56MShares$58.8 Million1.46% of portfolio
-
Morgan Stanley New York, NY1.19MShares$44.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.19MShares$44.7 Million0.03% of portfolio