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

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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