Glassman Wealth Services Invesco Ftse Rafi Us 1500 Smal Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$156.56 - $179.35 $4,070 - $4,663	26 New	26 $4,000
Q2 2020 Aug 06, 2020	SELL	$81.46 - $123.86 $22,157 - $33,689	-272 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$79.31 - $138.92 $21,572 - $37,786	272 New	272 $24,000

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

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