Lee Financial CO Invesco Ftse Rafi Us 1500 Smal Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$149.12 - $184.64 $2,535 - $3,138	17 New	17 $3,000
Q3 2019 Nov 08, 2019	SELL	$119.31 - $131.19 $9,306 - $10,232	-78 Closed	0 $0
Q1 2019 Apr 30, 2019	BUY	$112.86 - $133.3 $8,803 - $10,397	78 New	78 $10,000

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

$879 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$111 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$60 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$55.8 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$53.3 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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