Heritage Wealth Advisors »

Invesco Exchange Traded Fd T ftse rafi 1500 shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Invesco Exchange Traded Fd T ftse rafi 1500

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T ftse rafi 1500 held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange Traded Fd T ftse rafi 1500 by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $773k 1.7k 444.01
2023-12-31 $6.0k 160 37.49

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard S&P 500 Value ETF Etf (VOOV)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
Merck & Co (MRK)
iShares Russell Midcap Value Etf (IWS)
Spdr Gold TRUST Etf (GLD)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
United Rentals (URI)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Apple (AAPL)
Raymond James Financial (RJF)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Heritage Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1500

Charles Schwab Investment Advisory
Bank of America Corporation
Warren Averett Asset Management
Morgan Stanley
LPL Financial
Wealth Enhancement Advisory Services
Raymond James & Associates
First Foundation Advisors
Arbor Investment Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Baird Financial
Bank of New York Mellon
Cetera Investment Advisers

View all funds holding Invesco Exchange Traded Fd T ftse rafi 1500