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

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

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 360 shares of PRFZ stock, worth $16,383. This represents 0.0% of its overall portfolio holdings.

Number of Shares
360
Previous 295 22.03%
Holding current value
$16,383
Previous $12 Million 99.87%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$40.68 - $46.33 $2,644 - $3,011
65 Added 22.03%
360 $16,000
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
315
Shares Held
23.1M
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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