Advanced Research Investment Solutions, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	BUY	$108.56 - $125.07 $54,280 - $62,535	500 New	500 $59,000

Others Institutions Holding PRFZ

# of Institutions

290

Shares Held

41.4M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$850 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$108 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$58.1 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$53.9 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$51.6 Million
0.02% of portfolio

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About INVESCO FTSE RAFI US 1500 SMAL

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