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

Confluence Wealth Services, Inc.

$1.68 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PRFZ

# of Institutions

313

Shares Held

44M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$853 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.56M
Shares

$104 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.23M
Shares

$50 Million
0.58% of portfolio
Morgan Stanley New York, NY

1.11M
Shares

$45.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$44.1 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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