Whittier Trust CO Invesco Ftse Rafi Us 1500 Smal Transaction History

Whittier Trust CO

$7.37 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 30, 2020	SELL	$108.56 - $125.07 $977 - $1,125	-9 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	$123.01 - $137.55 $2,706 - $3,026	-22 Reduced 70.97%	9 $1,000
Q3 2019 Oct 18, 2019	BUY	$119.31 - $131.19 $3,698 - $4,066	31 New	31 $4,000

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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