Jamison Private Wealth Management, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Jamison Private Wealth Management, Inc.

$677 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$35.39 - $39.28 $7,078 - $7,856	200 New	200 $7.86 Million

Others Institutions Holding PRFZ

# of Institutions

300

Shares Held

42.9M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$695 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$92.2 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.32M
Shares

$46.6 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$43.8 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.13M
Shares

$39.7 Million
0.0% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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