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

Red Door Wealth Management, LLC

$619 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 14, 2020	SELL	$108.56 - $125.07 $17,369 - $20,011	-160 Closed	0 $0
Q2 2020 Jul 07, 2020	BUY	$81.46 - $123.86 $13,033 - $19,817	160 New	160 $17,000

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

$858 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$109 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$58.6 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.4 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$52.1 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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