Badgley Phelps Wealth Managers, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 5,670 shares of PRFZ stock, worth $218,635. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,670
Previous 5,670 -0.0%
Holding current value
$218,635
Previous $235,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$30.38 - $38.15 $172,254 - $216,310
5,670 New
5,670 $212,000
Q3 2023

Nov 02, 2023
BUY
$32.42 - $178.83 $198,248 - $1.09 Million
6,115 New
6,115 $201,000
Q2 2022

Aug 01, 2022
SELL
$149.12 - $184.64 $186,549 - $230,984
-1,251 Closed
0 $0
Q1 2022

May 09, 2022
SELL
$172.02 - $194.71 $31,307 - $35,437
-182 Reduced 12.7%
1,251 $229,000
Q4 2021

Feb 08, 2022
SELL
$181.11 - $201.01 $22,638 - $25,126
-125 Reduced 8.02%
1,433 $275,000
Q3 2021

Nov 29, 2021
BUY
$172.95 - $188.37 $269,456 - $293,480
1,558 New
1,558 $284,000

Others Institutions Holding PRFZ

# of Institutions
298
Shares Held
42.8M
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
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email