Boston Standard Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Boston Standard Wealth Management, LLC

  • $465 Million
  • Q1 2025

A detailed history of Boston Standard Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 41,251 shares of PRFZ stock, worth $1.61 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
41,251
Previous 42,315 2.51%
Holding current value
$1.61 Million
Previous $1.76 Billion 99.91%
% of portfolio
0.34%
Previous 0.34%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$37.35 - $43.35 $39,740 - $46,124
-1,064 Reduced 2.51%
41,251 $1.56 Million
Q4 2024

Jan 27, 2025
SELL
$40.82 - $45.39 $8,490 - $9,441
-208 Reduced 0.49%
42,315 $1.76 Billion
Q3 2024

Oct 07, 2024
BUY
$37.68 - $42.0 $47,928 - $53,424
1,272 Added 3.08%
42,523 $1.77 Billion
Q2 2024

Jul 10, 2024
BUY
$36.18 - $39.61 $12,626 - $13,823
349 Added 0.85%
41,251 $1.57 Billion
Q1 2024

Apr 11, 2024
BUY
$35.39 - $39.28 $217,365 - $241,257
6,142 Added 17.67%
40,902 $1.61 Billion
Q3 2023

Oct 10, 2023
BUY
$32.42 - $178.83 $973,442 - $5.37 Million
30,026 Added 634.26%
34,760 $1.15 Billion
Q2 2023

Jul 06, 2023
BUY
$154.7 - $172.29 $176,976 - $197,099
1,144 Added 31.87%
4,734 $813 Million
Q1 2023

Apr 04, 2023
SELL
$156.56 - $179.35 $6,418 - $7,353
-41 Reduced 1.13%
3,590 $591 Million
Q4 2022

Jan 10, 2023
BUY
$29.73 - $170.26 $564 - $3,234
19 Added 0.53%
3,631 $575 Million
Q3 2022

Oct 13, 2022
SELL
$29.14 - $177.75 $786 - $4,799
-27 Reduced 0.74%
3,612 $526 Million
Q2 2022

Jul 12, 2022
BUY
$149.12 - $184.64 $26,394 - $32,681
177 Added 5.11%
3,639 $565 Million
Q1 2022

Apr 12, 2022
BUY
$172.02 - $194.71 $120,241 - $136,102
699 Added 25.3%
3,462 $632 Million
Q4 2021

Jan 18, 2022
BUY
$181.11 - $201.01 $5,614 - $6,231
31 Added 1.13%
2,763 $530 Million
Q3 2021

Oct 07, 2021
BUY
$172.95 - $188.37 $15,046 - $16,388
87 Added 3.29%
2,732 $499 Million
Q2 2021

Jul 13, 2021
BUY
$174.76 - $191.37 $11,009 - $12,056
63 Added 2.44%
2,645 $494 Million
Q1 2021

Apr 19, 2021
BUY
$149.19 - $186.18 $4,028 - $5,026
27 Added 1.06%
2,582 $455,000
Q4 2020

Jan 12, 2021
BUY
$118.92 - $151.55 $3,091 - $3,940
26 Added 1.03%
2,555 $386 Million
Q3 2020

Oct 20, 2020
BUY
$108.56 - $125.07 $325 - $375
3 Added 0.12%
2,529 $296,000
Q1 2020

Apr 13, 2020
BUY
$79.31 - $138.92 $396 - $694
5 Added 0.2%
2,526 $212 Million
Q4 2019

Jan 06, 2020
BUY
$123.01 - $137.55 $615 - $687
5 Added 0.2%
2,521 $345 Million
Q3 2019

Oct 08, 2019
SELL
$119.31 - $131.19 $41,042 - $45,129
-344 Reduced 12.03%
2,516 $319 Million
Q2 2019

Jul 09, 2019
SELL
$119.99 - $133.64 $3,239 - $3,608
-27 Reduced 0.94%
2,860 $365 Million
Q1 2019

Apr 11, 2019
SELL
$112.86 - $133.3 $16,703 - $19,728
-148 Reduced 4.88%
2,887 $374 Million
Q4 2018

Jan 10, 2019
BUY
$107.24 - $140.77 $33,029 - $43,357
308 Added 11.29%
3,035 $344,000
Q3 2018

Oct 03, 2018
BUY
$139.56 - $146.04 $380,580 - $398,251
2,727 New
2,727 $381 Million

Others Institutions Holding PRFZ

# of Institutions
306
Shares Held
43.8M
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
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