Coastal Investment Advisors, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 18, 2019	SELL	$119.31 - $131.19 $73,972 - $81,337	-620 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	$119.99 - $133.64 $74,393 - $82,856	620 New	620 $79,000

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

$850 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

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

1.38M
Shares

$58.1 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$53.9 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$51.6 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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