Ep Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,199 shares of PRFZ stock, worth $505,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,199

Previous 13,481 16.93%

Holding current value

$505,970

Previous $510,000 10.78%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$33.13 - $40.67 $75,602 - $92,808	-2,282 Reduced 16.93%	11,199 $455,000
Q1 2025 May 15, 2025	BUY	$37.35 - $43.35 $83,103 - $96,453	2,225 Added 19.77%	13,481 $510,000
Q4 2024 Feb 13, 2025	BUY	$40.82 - $45.39 $163,239 - $181,514	3,999 Added 55.11%	11,256 $468,000
Q3 2024 Nov 14, 2024	BUY	$37.68 - $42.0 $123,402 - $137,550	3,275 Added 82.25%	7,257 $301,000
Q2 2024 Aug 19, 2024	BUY	$36.18 - $39.61 $144,068 - $157,727	3,982 New	3,982 $151,000
Q2 2022 Aug 11, 2022	SELL	$149.12 - $184.64 $42,051 - $52,068	-282 Reduced 18.86%	1,213 $186,000
Q1 2022 May 20, 2022	BUY	$172.02 - $194.71 $257,169 - $291,091	1,495 New	1,495 $273,000

Others Institutions Holding PRFZ

# of Institutions

322

Shares Held

23M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History