Independent Solutions Wealth Management, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 19, 2024	SELL	$41.83 - $45.62 $231,696 - $252,689	-5,539 Closed	0 $0
Q4 2022 Dec 19, 2024	BUY	$35.1 - $42.48 $194,418 - $235,296	5,539 New	5,539 $230 Million

Others Institutions Holding PXF

# of Institutions

202

Shares Held

27.4M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

11.4M
Shares

$539 Million
0.12% of portfolio
Invesco Ltd. Atlanta, GA

4.4M
Shares

$209 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.68M
Shares

$79.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.32M
Shares

$62.4 Million
0.01% of portfolio
Victory Capital Management Inc

1.07M
Shares

$50.7 Million
0.06% of portfolio

View Full List

About INVESCO IFTSE RAFI DEV MKTS EX

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