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

Center For Financial Planning, Inc.

$869 Million
Q2 2025

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 $181,021. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,340

Previous 4,340 -0.0%

Holding current value

$181,021

Previous $164,000 7.32%

% 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

309

Shares Held

23.3M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

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