Bartlett & Co. Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 295 shares of PRFZ stock, worth $12,870. This represents 0.0% of its overall portfolio holdings.

Number of Shares
295
Previous 295 -0.0%
Holding current value
$12,870
Previous $11.3 Million 8.94%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2024
SELL
$30.38 - $38.15 $7,139 - $8,965
-235 Reduced 44.34%
295 $11.2 Million
Q3 2023

Feb 14, 2024
BUY
$32.42 - $178.83 $13,746 - $75,823
424 Added 400.0%
530 $17.5 Million
Q4 2022

Feb 14, 2024
BUY
$29.73 - $170.26 $1,397 - $8,002
47 Added 79.66%
106 $16.8 Million
Q3 2022

Feb 14, 2024
BUY
$29.14 - $177.75 $1,719 - $10,487
59 New
59 $8.6 Million

Others Institutions Holding PRFZ

# of Institutions
290
Shares Held
41.4M
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 Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email