Number of Shares
2.74 Mil
Current Holdings Value*
$93.86 Mil
% of Portfolio
5.04%
Total Estimate Gain
$75.99 Mil
% of Total Estimate Gain
44.11%

Carroll Financial Associates, Inc.'s Invesco RAFI US 1000 ETF Holding Summary

As of 2021-12-31, Carroll Financial Associates, Inc. held 2.74 Mil shares of Invesco RAFI US 1000 ETF(PRF), totaling $93.86 Mil. This investment constitutes 5.04% of their stock portfolio, and Carroll Financial Associates, Inc. now holds 1.56% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.

The initial trade took place in 2013Q4. And since then Carroll Financial Associates, Inc. has made 11 purchases of PRF, at an average price of $20.23, for a total of 8.52 Mil shares. In addition, there have been 5 sales at an average price of $22.41 for 5.78 Mil shares. Based on historical transaction data and PRF's current price of $43.39, Carroll Financial Associates, Inc.'s estimated gain on his PRF holdings is $75.99 Mil, reflecting a 44.11% gain to date.

Carroll Financial Associates, Inc. PRF ($43.39) Holding Chart

Carroll Financial Associates, Inc. PRF ($43.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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