Three Bridge Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Call Options Transaction History

Three Bridge Wealth Advisors, LLC

$250 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PRFZ

# of Institutions

283

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

20.6M
Shares

$851 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

2.46M
Shares

$101 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.47M
Shares

$60.6 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$50.3 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

1.21M
Shares

$49.8 Million
0.11% of portfolio

About INVESCO FTSE RAFI US 1500 SMAL

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