Bip Wealth, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Bip Wealth, LLC holds 4,973 shares of PRFZ stock, worth $204,837. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,973

Holding current value

$204,837

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$40.82 - $45.39 $202,997 - $225,724	4,973 New	4,973 $207 Million

Others Institutions Holding PRFZ

# of Institutions

298

Shares Held

43.5M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$811 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$108 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.32M
Shares

$54.4 Million
0.86% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$52.6 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$51.1 Million
0.02% of portfolio

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

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