Catalyst Private Wealth, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Catalyst Private Wealth, LLC

$165 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$118.92 - $151.55 $11,416 - $14,548	-96 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$108.56 - $125.07 $10,421 - $12,006	96 New	96 $11,000

Others Institutions Holding PRFZ

# of Institutions

290

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$858 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$109 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$58.6 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.4 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$52.1 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalyst Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Private Wealth, LLC with notifications on news.