Heritage Wealth Advisors Invesco Ftse Rafi Us 1500 Smal Call Options Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$897 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$114 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$61.3 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$56.9 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$54.4 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
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