Qp Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Qp Wealth Management, LLC

$57.3 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$79.31 - $138.92 $155,288 - $272,005	-1,958 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$123.01 - $137.55 $240,853 - $269,322	1,958 New	1,958 $262,000

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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