Archetype Wealth Partners Ishares Msci Usa Size Factor E Transaction History

Archetype Wealth Partners

$618 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$113.7 - $122.74 $187,263 - $202,152	1,647 New	1,647 $202,000
Q2 2022 Aug 15, 2022	SELL	N/A	-1,647 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	N/A	1,647 New	1,647 $213,000

Others Institutions Holding SIZE

# of Institutions

67

Shares Held

1.67M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

429K
Shares

$61.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

358K
Shares

$51.4 Million
0.0% of portfolio
Envestnet Asset Management Inc

182K
Shares

$26.1 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$24.5 Million
26.69% of portfolio
Trinity Wealth Management, LLC

108K
Shares

$15.5 Million
7.45% of portfolio

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