Moneta Group Investment Advisors LLC Invesco Ftse Rafi Us 1500 Smal Call Options Transaction History

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PRFZ

# of Institutions

307

Shares Held

43.8M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

21M
Shares

$810 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.56M
Shares

$99.1 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.23M
Shares

$47.6 Million
0.58% of portfolio
Morgan Stanley New York, NY

1.11M
Shares

$43 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$41.9 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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