Fortis Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Fortis Advisors, LLC

$130 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$32.42 - $178.83 $16,988 - $93,706	524 Added 400.0%	655 $21,000
Q2 2023 Aug 14, 2023	BUY	$154.7 - $172.29 $20,265 - $22,569	131 New	131 $22,000

Others Institutions Holding PRFZ

# of Institutions

289

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$862 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$109 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$58.9 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.7 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$52.3 Million
0.02% 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 Fortis Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Advisors, LLC with notifications on news.