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

Boston Standard Wealth Management, LLC

$594 Million
Q3 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 44,351 shares of PRFZ stock, worth $2.03 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

44,351

Previous 44,623 0.61%

Holding current value

$2.03 Million

Previous $1.81 Million 11.03%

% of portfolio

0.34%

Previous 0.33%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$40.68 - $46.33 $11,064 - $12,601	-272 Reduced 0.61%	44,351 $2.01 Million
Q2 2025 Jul 02, 2025	BUY	$33.13 - $40.67 $111,714 - $137,139	3,372 Added 8.17%	44,623 $1.81 Million
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

315

Shares Held

23.1M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

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