Householder Group Estate & Retirement Specialist, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$156.56 - $179.35 $313 - $358	2 New	2 $0
Q3 2022 Oct 11, 2022	BUY	$29.14 - $177.75 $58 - $355	2 New	2 $0

Others Institutions Holding PRFZ

# of Institutions

289

Shares Held

41.4M

Call Options Held

Put Options Held

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

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About INVESCO FTSE RAFI US 1500 SMAL

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