MWAM
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Mariner Wealth Advisors (Madison)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2013
Q3
$5.74M Buy
64,103
+3,028
+5% +$271K 2.31% 16
2013
Q2
$4.95M Buy
+61,075
New +$4.95M 2.2% 15