Acima Private Wealth, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Acima Private Wealth, LLC

$298 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$172.02 - $194.71 $344 - $389	-2 Closed	0 $0
Q4 2021 Mar 10, 2022	SELL	$181.11 - $201.01 $543 - $603	-3 Reduced 60.0%	2 $0
Q4 2020 May 14, 2021	BUY	$118.92 - $151.55 $594 - $757	5 New	5 $1,000

Others Institutions Holding PRFZ

# of Institutions

289

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$862 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$109 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$58.9 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.7 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$52.3 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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