Polaris Wealth Advisory Group, LLC Invesco Ftse Rafi Us 1500 Smal Put Options Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PRFZ

# of Institutions

291

Shares Held

41.5M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.6M
Shares

$856 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.46M
Shares

$102 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.47M
Shares

$60.9 Million
1.11% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$53.1 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$50.6 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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