Warren Averett Asset Management, LLC Invesco Ftse Rafi Us 1500 Smal Put Options Transaction History

Warren Averett Asset Management, LLC

$5.34 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

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

$847 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$107 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$53.8 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$51.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$47.9 Million
0.0% 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.