Legacy Trust Invesco Ftse Rafi Us 1500 Smal Transaction History

Legacy Trust

$507 Billion
Q3 2025

A detailed history of Legacy Trust transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Legacy Trust holds 17,065 shares of PRFZ stock, worth $759,221. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,065

Holding current value

$759,221

% of portfolio

0.15%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$40.68 - $46.33 $694,204 - $790,621	17,065 New	17,065 $775 Million
Q3 2023 Oct 16, 2023	BUY	$32.42 - $178.83 $182,200 - $1.01 Million	5,620 Added 400.0%	7,025 $232 Million
Q4 2022 Apr 03, 2023	BUY	$29.73 - $170.26 $41,770 - $239,215	1,405 New	1,405 $223 Million

Others Institutions Holding PRFZ

# of Institutions

326

Shares Held

23.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.5M
Shares

$111 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.19M
Shares

$52.9 Million
0.54% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$51.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$49 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.03M
Shares

$46 Million
0.02% of portfolio

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

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