Impact Partnership Wealth, LLC Pimco Rafi Dynamic Multi Facto Transaction History

Impact Partnership Wealth, LLC

$443 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$17.78 - $19.05 $568 - $609	32 New	32 $596,000

Others Institutions Holding MFEM

# of Institutions

36

Shares Held

4.46M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

883K
Shares

$17.7 Million
0.01% of portfolio
Schiavi & CO LLC Wilmington, DE

844K
Shares

$17 Million
6.78% of portfolio
Park Avenue Securities LLC

626K
Shares

$12.6 Million
0.15% of portfolio
Pasadena Private Wealth, LLC Pasadena, CA

288K
Shares

$5.79 Million
1.42% of portfolio
Austin Wealth Management, LLC Austin, TX

264K
Shares

$5.31 Million
1.21% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFEM
Sector ETFs
Industry ETFs

More about MFEM

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