Stone X Group Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Stone X Group Inc.

$1.02 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$108.56 - $125.07 $210,606 - $242,635	-1,940 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$81.46 - $123.86 $158,032 - $240,288	1,940 New	1,940 $216,000
Q1 2020 Apr 30, 2020	SELL	$79.31 - $138.92 $144,026 - $252,278	-1,816 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$123.01 - $137.55 $81,309 - $90,920	-661 Reduced 26.69%	1,816 $248,000
Q3 2019 Nov 12, 2019	SELL	$119.31 - $131.19 $32,094 - $35,290	-269 Reduced 9.8%	2,477 $314,000
Q2 2019 Jul 17, 2019	BUY	$119.99 - $133.64 $329,132 - $366,574	2,743 Added 91433.33%	2,746 $351,000
Q2 2019 Jul 12, 2019	BUY	$119.99 - $133.64 $359 - $400	3 New	3 $0

Others Institutions Holding PRFZ

# of Institutions

288

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.6M
Shares

$854 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.46M
Shares

$102 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.47M
Shares

$60.8 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$50.5 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

1.21M
Shares

$50 Million
0.11% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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