Sequoia Financial Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$33.13 - $40.67 $24,483 - $30,055	739 Added 4.76%	16,261 $661,000
Q1 2025 Apr 23, 2025	BUY	$37.35 - $43.35 $2,726 - $3,164	73 Added 0.47%	15,522 $587,000
Q4 2024 Aug 08, 2025	SELL	$40.82 - $45.39 $33,145 - $36,856	-812 Reduced 4.99%	15,449 $642,000
Q4 2024 Feb 07, 2025	BUY	$40.82 - $45.39 $184,669 - $205,344	4,524 Added 41.41%	15,449 $642,000
Q3 2024 Oct 21, 2024	BUY	$37.68 - $42.0 $13,564 - $15,120	360 Added 3.41%	10,925 $453,000
Q2 2024 Jul 15, 2024	BUY	$36.18 - $39.61 $40,521 - $44,363	1,120 Added 11.86%	10,565 $402,000
Q1 2024 Apr 30, 2024	BUY	$35.39 - $39.28 $7,750 - $8,602	219 Added 2.37%	9,445 $370,000
Q4 2023 Jan 25, 2024	BUY	$30.38 - $38.15 $280,285 - $351,971	9,226 New	9,226 $345,000

Others Institutions Holding PRFZ

# of Institutions

322

Shares Held

23M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.5M
Shares

$113 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.19M
Shares

$53.7 Million
0.54% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$52.3 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$49.7 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.03M
Shares

$46.7 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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