Syverson Strege & CO Invesco Ftse Rafi Us 1500 Smal Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	BUY	$29.14 - $177.75 $29 - $177	1 Added 0.32%	316 $46,000
Q2 2022 Aug 11, 2022	SELL	$149.12 - $184.64 $8,052 - $9,970	-54 Reduced 14.63%	315 $48,000
Q4 2021 Jan 19, 2022	SELL	$181.11 - $201.01 $11,409 - $12,663	-63 Reduced 14.58%	369 $71,000
Q3 2021 Nov 02, 2021	SELL	$172.95 - $188.37 $19,370 - $21,097	-112 Reduced 20.59%	432 $79,000
Q2 2021 Aug 04, 2021	SELL	$174.76 - $191.37 $1.12 Million - $1.22 Million	-6,393 Reduced 92.16%	544 $102,000
Q1 2021 May 07, 2021	SELL	$149.19 - $186.18 $74,296 - $92,717	-498 Reduced 6.7%	6,937 $1.22 Million
Q4 2020 Feb 03, 2021	BUY	$118.92 - $151.55 $884,170 - $1.13 Million	7,435 New	7,435 $1.12 Million

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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