Ever Source Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Put Options Transaction History

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

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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