Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Invesco Ftse Rafi Us 1500 Smal Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.55 Billion
  • Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 10,527 shares of PRFZ stock, worth $430,870. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,527
Previous 7,878 33.63%
Holding current value
$430,870
Previous $300,000 45.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024
BUY
$37.68 - $42.0 $99,814 - $111,258
2,649 Added 33.63%
10,527 $437,000
Q2 2024

Aug 09, 2024
SELL
$36.18 - $39.61 $25,398 - $27,806
-702 Reduced 8.18%
7,878 $300,000
Q1 2024

May 06, 2024
SELL
$35.39 - $39.28 $205,615 - $228,216
-5,810 Reduced 40.38%
8,580 $337,000
Q4 2023

Feb 06, 2024
BUY
$30.38 - $38.15 $11,848 - $14,878
390 Added 2.79%
14,390 $539,000
Q3 2023

Nov 02, 2023
BUY
$32.42 - $178.83 $364,173 - $2.01 Million
11,233 Added 405.96%
14,000 $461,000
Q2 2023

Aug 11, 2023
BUY
$154.7 - $172.29 $6,806 - $7,580
44 Added 1.62%
2,767 $475,000
Q1 2023

May 09, 2023
BUY
$156.56 - $179.35 $65,911 - $75,506
421 Added 18.29%
2,723 $447,000
Q4 2022

Feb 07, 2023
SELL
$29.73 - $170.26 $4,667 - $26,730
-157 Reduced 6.38%
2,302 $364,000
Q3 2022

Nov 02, 2022
BUY
$29.14 - $177.75 $320 - $1,955
11 Added 0.45%
2,459 $358,000
Q2 2022

Aug 02, 2022
SELL
$149.12 - $184.64 $126,006 - $156,020
-845 Reduced 25.66%
2,448 $375,000
Q1 2022

May 13, 2022
BUY
$172.02 - $194.71 $80,161 - $90,734
466 Added 16.48%
3,293 $602,000
Q4 2021

Feb 14, 2022
BUY
$181.11 - $201.01 $67,554 - $74,976
373 Added 15.2%
2,827 $542,000
Q3 2021

Nov 02, 2021
BUY
$172.95 - $188.37 $424,419 - $462,259
2,454 New
2,454 $448,000

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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