Bison Wealth, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$181.11 - $201.01 $15,756 - $17,487	-87 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$118.92 - $151.55 $10,346 - $13,184	87 New	87 $13,000

Others Institutions Holding PRFZ

# of Institutions

292

Shares Held

42.2M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$852 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$111 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$59.5 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$55.3 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$52.9 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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