Clearstead Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Clearstead Advisors, LLC holds 475 shares of PRFZ stock, worth $21,403. This represents 0.0% of its overall portfolio holdings.

Number of Shares
475
Previous 474 0.21%
Holding current value
$21,403
Previous $18,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$37.68 - $42.0 $37 - $42
1 Added 0.21%
475 $19,000
Q2 2024

Aug 09, 2024
BUY
$36.18 - $39.61 $36 - $39
1 Added 0.21%
474 $18,000
Q1 2024

May 14, 2024
SELL
$35.39 - $39.28 $10,510 - $11,666
-297 Reduced 38.57%
473 $18,000
Q4 2023

Feb 12, 2024
BUY
$30.38 - $38.15 $8,506 - $10,682
280 Added 57.14%
770 $28,000
Q3 2023

Nov 07, 2023
BUY
$32.42 - $178.83 $12,708 - $70,101
392 Added 400.0%
490 $16,000
Q1 2023

May 09, 2023
SELL
$156.56 - $179.35 $15,029 - $17,217
-96 Reduced 49.48%
98 $16,000
Q3 2022

Nov 14, 2022
BUY
$29.14 - $177.75 $466 - $2,844
16 Added 8.99%
194 $28,000
Q2 2022

Aug 12, 2022
BUY
$149.12 - $184.64 $23,411 - $28,988
157 Added 747.62%
178 $27,000
Q1 2021

May 14, 2021
SELL
$149.19 - $186.18 $596 - $744
-4 Reduced 16.0%
21 $4,000
Q4 2020

Feb 11, 2021
SELL
$118.92 - $151.55 $594 - $757
-5 Reduced 16.67%
25 $4,000
Q2 2020

Aug 11, 2020
BUY
$81.46 - $123.86 $2,443 - $3,715
30 New
30 $3,000

Others Institutions Holding PRFZ

# of Institutions
290
Shares Held
41.4M
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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