Ae Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,280 shares of PRFZ stock, worth $97,834. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,280

Holding current value

$97,834

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$40.82 - $45.39 $93,069 - $103,489	2,280 New	2,280 $94,000

Others Institutions Holding PRFZ

# of Institutions

298

Shares Held

43.5M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$845 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$112 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.32M
Shares

$56.7 Million
0.86% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.8 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$53.2 Million
0.02% of portfolio

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

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Ae Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History