First Personal Financial Services Invesco Ftse Rafi Us 1500 Smal Transaction History

First Personal Financial Services

$431 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 03, 2020	SELL	$81.46 - $123.86 $60,687 - $92,275	-745 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$79.31 - $138.92 $59,085 - $103,495	745 New	745 $67,000

Others Institutions Holding PRFZ

# of Institutions

273

Shares Held

40.9M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

20.4M
Shares

$773 Million
1.1% of portfolio
Bank Of America Corp Charlotte, NC

2.47M
Shares

$93.7 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.56M
Shares

$59.3 Million
1.46% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$45.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.19M
Shares

$45.1 Million
0.03% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.