Prospera Financial Services Inc Invesco Ftse Rafi Us 1500 Smal Transaction History

Prospera Financial Services Inc

$3.82 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	BUY	$172.02 - $194.71 $125,230 - $141,748	728 New	728 $133,000
Q4 2020 Feb 12, 2021	SELL	$118.92 - $151.55 $86,573 - $110,328	-728 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$108.56 - $125.07 $79,031 - $91,050	728 New	728 $85,000
Q3 2019 Oct 22, 2019	SELL	$119.31 - $131.19 $193,878 - $213,183	-1,625 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	$119.99 - $133.64 $204,342 - $227,588	-1,703 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$119.99 - $133.64 $194,983 - $217,164	1,625 New	1,625 $208,000
Q1 2019 May 02, 2019	BUY	$112.86 - $133.3 $192,200 - $227,009	1,703 New	1,703 $224,000
Q4 2018 Feb 13, 2019	SELL	$107.24 - $140.77 $185,417 - $243,391	-1,729 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$139.56 - $146.04 $22,608 - $23,658	-162 Reduced 8.57%	1,729 $241,000
Q2 2018 Jul 18, 2018	BUY	$125.73 - $143.08 $237,755 - $270,564	1,891 New	1,891 $264,000

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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