Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / RAFI US 1500
-
Total 13F shares
-
375,386
-
Share change
-
-76,158
-
Total reported value
-
$14,073,198
-
Price per share
-
$37.49
-
Number of holders
-
3
-
Value change
-
-$2,409,923
-
Number of buys
-
2
-
Number of sells
-
2
Institutional Holders of INVESCO EXCHANGE TRADED FD T - RAFI US 1500 (PRFZ) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCHANGE TRADED FD T - RAFI US 1500 (PRFZ) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
375,386 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., BANK OF AMERICA CORP /DE/, Waverly Advisors, LLC, LPL Financial LLC, MORGAN STANLEY, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, Bank of New York Mellon Corp, Arbor Investment Advisors, LLC, and WELLS FARGO & COMPANY/MN.
This page lists
253
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.