Nottingham Advisors, Inc. Pimco Equity Ser Rafi Esg U S Transaction History

Nottingham Advisors, Inc.

$865 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$29.67 - $33.86 $221,041 - $252,257	-7,450 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$29.96 - $31.68 $223,202 - $236,016	7,450 New	7,450 $227,000

Others Institutions Holding RAFE

# of Institutions

24

Shares Held

815K

Call Options Held

0

Put Options Held

0

Northwest Bancshares, Inc. Warren, PA

173K
Shares

$6.51 Million
1.1% of portfolio
Arlington Financial Advisors, LLC

132K
Shares

$4.96 Million
1.12% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

112K
Shares

$4.2 Million
3.25% of portfolio
Gen Wealth Group, Inc.

80.7K
Shares

$3.04 Million
0.67% of portfolio
Commonwealth Equity Services, LLC

67.4K
Shares

$2.54 Million
0.0% of portfolio

About PIMCO EQUITY SER RAFI ESG U S

Ticker RAFE
Sector ETFs
Industry ETFs

More about RAFE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Nottingham Advisors, Inc. with notifications on news.