Center For Financial Planning, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 4,340 shares of PRFZ stock, worth $182,497. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,340

Previous 4,410 1.59%

Holding current value

$182,497

Previous $168,000 7.14%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$37.68 - $42.0 $2,637 - $2,940	-70 Reduced 1.59%	4,340 $180,000
Q1 2024 Apr 25, 2024	SELL	$35.39 - $39.28 $7,078 - $7,856	-200 Reduced 4.34%	4,410 $173,000
Q3 2023 Oct 24, 2023	BUY	$32.42 - $178.83 $119,564 - $659,525	3,688 Added 400.0%	4,610 $152,000
Q4 2022 Jan 27, 2023	SELL	$29.73 - $170.26 $951 - $5,448	-32 Reduced 3.35%	922 $0
Q1 2022 May 03, 2022	SELL	$172.02 - $194.71 $11,697 - $13,240	-68 Reduced 6.65%	954 $174,000
Q2 2021 Jul 29, 2021	SELL	$174.76 - $191.37 $4,194 - $4,592	-24 Reduced 2.29%	1,022 $191,000
Q1 2021 May 10, 2021	BUY	$149.19 - $186.18 $156,052 - $194,744	1,046 New	1,046 $184,000

Others Institutions Holding PRFZ

# of Institutions

290

Shares Held

41.4M

Call Options Held

Put Options Held

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Account

Center For Financial Planning, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History