Allworth Financial LP Invesco Ftse Rafi Us 1500 Smal Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Allworth Financial LP holds 501 shares of PRFZ stock, worth $20,896. This represents 0.0% of its overall portfolio holdings.

Number of Shares

501

Previous 501 -0.0%

Holding current value

$20,896

Previous $18,000 11.11%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$37.35 - $43.35 $16,620 - $19,290	-445 Reduced 47.04%	501 $18,000
Q4 2024 Jan 30, 2025	SELL	$40.82 - $45.39 $8,327 - $9,259	-204 Reduced 17.74%	946 $39,000
Q3 2024 Oct 23, 2024	BUY	$37.68 - $42.0 $7,724 - $8,610	205 Added 21.69%	1,150 $47,000
Q4 2023 Jan 24, 2024	SELL	$30.38 - $38.15 $19,595 - $24,606	-645 Reduced 40.57%	945 $35,000
Q3 2023 Oct 31, 2023	BUY	$32.42 - $178.83 $48,305 - $266,456	1,490 Added 1490.0%	1,590 $52,000
Q3 2022 Oct 18, 2022	BUY	$29.14 - $177.75 $2,914 - $17,775	100 New	100 $15,000
Q1 2022 Apr 22, 2022	SELL	$172.02 - $194.71 $16,513 - $18,692	-96 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$181.11 - $201.01 $724 - $804	-4 Reduced 4.0%	96 $18,000
Q1 2021 Apr 29, 2021	BUY	$149.19 - $186.18 $14,919 - $18,618	100 New	100 $18,000

Others Institutions Holding PRFZ

# of Institutions

309

Shares Held

23.3M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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Allworth Financial LP Invesco Ftse Rafi Us 1500 Smal Transaction History