Confluence Wealth Services, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Confluence Wealth Services, Inc.

$1.68 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$172.02 - $194.71 $35,436 - $40,110	-206 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$181.11 - $201.01 $37,308 - $41,408	206 New	206 $39,000

Others Institutions Holding PRFZ

# of Institutions

312

Shares Held

44M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$874 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.56M
Shares

$107 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.23M
Shares

$51.3 Million
0.58% of portfolio
Morgan Stanley New York, NY

1.11M
Shares

$46.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$45.2 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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