Northwest Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Northwest Wealth Management, LLC

$465 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	$119.99 - $133.64 $2,759 - $3,073	-23 Closed	0 $0
Q2 2018 Jul 10, 2018	BUY	$125.73 - $143.08 $2,891 - $3,290	23 New	23 $3,000

Others Institutions Holding PRFZ

# of Institutions

299

Shares Held

42.9M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$746 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$99 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.32M
Shares

$50.1 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$47 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.13M
Shares

$42.7 Million
0.0% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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