First Personal Financial Services Invesco Ftse Rafi Us 1500 Smal Transaction History

First Personal Financial Services

$472 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 03, 2020	SELL	$81.46 - $123.86 $60,687 - $92,275	-745 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$79.31 - $138.92 $59,085 - $103,495	745 New	745 $67,000

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

$847 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$107 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$57.9 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$53.7 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$51.4 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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