Ifp Advisors, Inc Pimco Equity Ser Rafi Esg U S Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 06, 2022	BUY	$26.6 - $31.63 $7,980 - $9,489	300 New	300 $8,000
Q2 2022 Aug 12, 2022	SELL	$26.6 - $31.63 $7,980 - $9,489	-300 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$29.67 - $33.86 $8,901 - $10,158	300 New	300 $0

Others Institutions Holding RAFE

# of Institutions

23

Shares Held

754K

Call Options Held

0

Put Options Held

0

Northwest Bancshares, Inc. Warren, PA

173K
Shares

$6.25 Million
1.04% of portfolio
Arlington Financial Advisors, LLC

125K
Shares

$4.53 Million
1.19% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

110K
Shares

$3.98 Million
3.26% of portfolio
Gen Wealth Group, Inc.

84.3K
Shares

$3.05 Million
0.74% of portfolio
Commonwealth Equity Services, LLC

67.9K
Shares

$2.46 Million
0.0% of portfolio

About PIMCO EQUITY SER RAFI ESG U S

Ticker RAFE
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