Ae Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,648 shares of PRFZ stock, worth $119,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,648
Previous 2,263 17.01%
Holding current value
$119,636
Previous $85,000 25.88%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$33.13 - $40.67 $12,755 - $15,657
385 Added 17.01%
2,648 $107,000
Q1 2025

May 06, 2025
SELL
$37.35 - $43.35 $634 - $736
-17 Reduced 0.75%
2,263 $85,000
Q4 2024

Feb 13, 2025
BUY
$40.82 - $45.39 $93,069 - $103,489
2,280 New
2,280 $94,000

Others Institutions Holding PRFZ

# of Institutions
322
Shares Held
23M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO FTSE RAFI US 1500 SMAL

PRFZ Quotes by TradingView
  • Ticker PRFZ
  • Sector ETFs
  • Industry ETFs
More about PRFZ
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