Buckingham Strategic Wealth, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$35.39 - $39.28 $14,297 - $15,869	-404 Reduced 7.22%	5,190 $203,000
Q4 2023 Feb 14, 2024	BUY	$30.38 - $38.15 $169,945 - $213,411	5,594 New	5,594 $209,000
Q3 2020 Nov 12, 2020	SELL	$108.56 - $125.07 $477,012 - $549,557	-4,394 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$81.46 - $123.86 $54,741 - $83,233	672 Added 18.05%	4,394 $491,000
Q1 2020 May 07, 2020	SELL	$79.31 - $138.92 $169,326 - $296,594	-2,135 Reduced 36.45%	3,722 $333,000
Q4 2019 Feb 04, 2020	SELL	$123.01 - $137.55 $38,133 - $42,640	-310 Reduced 5.03%	5,857 $801,000
Q2 2019 Aug 05, 2019	SELL	$119.99 - $133.64 $46,076 - $51,317	-384 Reduced 5.86%	6,167 $787,000
Q1 2019 May 02, 2019	BUY	$112.86 - $133.3 $739,345 - $873,248	6,551 New	6,551 $836,000

Others Institutions Holding PRFZ

# of Institutions

298

Shares Held

43.5M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$811 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$108 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.32M
Shares

$54.4 Million
0.86% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$52.6 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$51.1 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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