Kcs Wealth Advisory Invesco Ftse Rafi Us 1500 Smal Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$123.01 - $137.55 $2,214 - $2,475	-18 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$119.31 - $131.19 $2,147 - $2,361	18 New	18 $2,000

Others Institutions Holding PRFZ

# of Institutions

292

Shares Held

43M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$841 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

$58.8 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.6 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$53 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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