Creative Financial Designs Inc Invesco Ftse Rafi Us 1500 Smal Transaction History

Creative Financial Designs Inc

$1.11 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 08, 2021	SELL	$172.95 - $188.37 $5,015 - $5,462	-29 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$174.76 - $191.37 $5,068 - $5,549	29 New	29 $5,000

Others Institutions Holding PRFZ

# of Institutions

283

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.6M
Shares

$854 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.46M
Shares

$102 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.47M
Shares

$60.8 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$50.5 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

1.21M
Shares

$50 Million
0.11% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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