Financial Synergies Wealth Advisors, Inc. Invesco Ftse Rafi Us 1500 Smal Call Options Transaction History

Financial Synergies Wealth Advisors, Inc.

$805 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PRFZ

# of Institutions

290

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$854 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

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

1.38M
Shares

$58.3 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.2 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$51.8 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.