Atlas Private Wealth Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$174.76 - $191.37 $27,437 - $30,045	-157 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$118.92 - $151.55 $18,670 - $23,793	157 New	157 $24,000

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

$897 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$114 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$61.3 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$56.9 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$54.4 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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