Endowment Wealth Management, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Endowment Wealth Management, Inc.

$137 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$172.02 - $194.71 $185,953 - $210,481	-1,081 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$181.11 - $201.01 $195,779 - $217,291	1,081 New	1,081 $207,000

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

$879 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$111 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$60 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$55.8 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$53.3 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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