Gradient Investments LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 10, 2023	BUY	$29.73 - $170.26 $564 - $3,234	19 New	19 $0

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

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