Halpern Financial, Inc. Invesco ETF Tr Ii Ftse Rafi Em Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Sep 21, 2023	SELL	$19.31 - $23.54 $0 - $0	0 Closed	0 $0
Q4 2021 Sep 21, 2023	BUY	$21.24 - $23.2 $0 - $0	0 New	0 $0

Others Institutions Holding PXH

# of Institutions

175

Shares Held

51.2M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

24.9M
Shares

$504 Million
0.1% of portfolio
Brinker Capital Investments, LLC

2.82M
Shares

$57.2 Million
0.99% of portfolio
Bank Of America Corp Charlotte, NC

2.65M
Shares

$53.6 Million
0.0% of portfolio
Victory Capital Management Inc

2.55M
Shares

$51.8 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.31M
Shares

$46.7 Million
0.01% of portfolio

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