A detailed history of Epg Wealth Management LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Epg Wealth Management LLC holds 858 shares of PRFZ stock, worth $35,864. This represents 0.01% of its overall portfolio holdings.

Number of Shares
858
Previous 0 Infinity%
Holding current value
$35,864
Previous $0 Infinity%
% of portfolio
0.01%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$37.68 - $42.0 $32,329 - $36,036
858 New
858 $35.7 Million
Q2 2024

Aug 13, 2024

SELL
$36.18 - $39.61 $30,825 - $33,747
-852 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$35.39 - $39.28 $70 - $78
2 Added 0.24%
852 $33,000
Q4 2023

Feb 14, 2024

BUY
$30.38 - $38.15 $91 - $114
3 Added 0.35%
850 $31,000
Q3 2023

Nov 13, 2023

BUY
$32.42 - $178.83 $21,980 - $121,246
678 Added 401.18%
847 $27,000
Q2 2023

Aug 15, 2023

BUY
$154.7 - $172.29 $154 - $172
1 Added 0.6%
169 $29,000
Q1 2023

May 15, 2023

BUY
$156.56 - $179.35 $156 - $179
1 Added 0.6%
168 $27,000
Q3 2022

Nov 15, 2022

BUY
$29.14 - $177.75 $4,866 - $29,684
167 New
167 $24,000
Q2 2022

Aug 15, 2022

SELL
$149.12 - $184.64 $24,753 - $30,650
-166 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$172.02 - $194.71 $172 - $194
1 Added 0.61%
166 $30,000
Q3 2021

Nov 15, 2021

BUY
$172.95 - $188.37 $28,536 - $31,081
165 New
165 $30,000
Q2 2020

Aug 06, 2020

SELL
$81.46 - $123.86 $13,196 - $20,065
-162 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$123.01 - $137.55 $19,927 - $22,283
162 New
162 $22,000

Others Institutions Holding PRFZ

About INVESCO FTSE RAFI US 1500 SMAL


  • Ticker PRFZ
  • Sector ETFs
  • Industry ETFs
More about PRFZ
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.