Ten Capital Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Ten Capital Wealth Advisors, LLC

$341 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$181.11 - $201.01 $24,087 - $26,734	-133 Reduced 49.08%	138 $26,000
Q2 2021 Aug 12, 2021	BUY	$174.76 - $191.37 $47,359 - $51,861	271 New	271 $51,000

Others Institutions Holding PRFZ

# of Institutions

289

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$865 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$110 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$59.1 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.9 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$52.5 Million
0.02% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ten Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ten Capital Wealth Advisors, LLC with notifications on news.