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

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 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

302

Shares Held

44M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$772 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$96.2 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.32M
Shares

$48.6 Million
0.86% of portfolio
Morgan Stanley New York, NY

1.13M
Shares

$41.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$39.9 Million
0.02% of portfolio

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account