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

290

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$908 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$115 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$62 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$57.6 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$55.1 Million
0.02% of portfolio

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 Kcs Wealth Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Kcs Wealth Advisory with notifications on news.