Balanced Rock Investment Advisor Pimco Equity Ser Rafi Esg U S Call Options Transaction History

Balanced Rock Investment Advisor

$125 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RAFE

# of Institutions

27

Shares Held

1.47M

Call Options Held

0

Put Options Held

0

Sellwood Investment Partners LLC Portland, OR

507K
Shares

$19.5 Million
9.24% of portfolio
Northwest Bancshares, Inc. Warren, PA

161K
Shares

$6.18 Million
1.09% of portfolio
Arlington Financial Advisors, LLC

133K
Shares

$5.11 Million
1.05% of portfolio
Commonwealth Equity Services, LLC

118K
Shares

$4.54 Million
0.01% of portfolio
Gen Wealth Group, Inc.

83.5K
Shares

$3.21 Million
0.65% of portfolio

About PIMCO EQUITY SER RAFI ESG U S

Ticker RAFE
Sector ETFs
Industry ETFs

More about RAFE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.