Hoey Investments, Inc Invesco Ftse Rafi Us 1500 Smal Transaction History

Hoey Investments, Inc

$588 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$172.95 - $188.37 $12,971 - $14,127	-75 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$81.46 - $123.86 $6,109 - $9,289	75 New	75 $8,000

Others Institutions Holding PRFZ

# of Institutions

299

Shares Held

43.6M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$845 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$112 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.32M
Shares

$56.7 Million
0.86% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.8 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$53.2 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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