Evercore Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 35,020 shares of PRFZ stock, worth $1.51 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,020
Previous 35,020 -0.0%
Holding current value
$1.51 Million
Previous $1.34 Million 8.99%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$36.18 - $39.61 $104,560 - $114,472
-2,890 Reduced 7.62%
35,020 $1.34 Million
Q3 2023

Nov 14, 2023
BUY
$32.42 - $178.83 $983,233 - $5.42 Million
30,328 Added 400.0%
37,910 $1.25 Million
Q1 2023

May 15, 2023
SELL
$156.56 - $179.35 $626 - $717
-4 Reduced 0.05%
7,582 $1.25 Million
Q4 2022

Feb 14, 2023
BUY
$29.73 - $170.26 $2,021 - $11,577
68 Added 0.9%
7,586 $1.2 Million
Q1 2022

May 16, 2022
SELL
$172.02 - $194.71 $57,626 - $65,227
-335 Reduced 4.27%
7,518 $1.37 Million
Q4 2020

Feb 16, 2021
SELL
$118.92 - $151.55 $66,000 - $84,110
-555 Reduced 6.6%
7,853 $1.19 Million
Q3 2020

Nov 16, 2020
SELL
$108.56 - $125.07 $198,990 - $229,253
-1,833 Reduced 17.9%
8,408 $985,000
Q2 2020

Aug 13, 2020
SELL
$81.46 - $123.86 $5,457 - $8,298
-67 Reduced 0.65%
10,241 $1.14 Million
Q1 2020

May 14, 2020
BUY
$79.31 - $138.92 $5,313 - $9,307
67 Added 0.65%
10,308 $922,000
Q4 2019

Feb 13, 2020
BUY
$123.01 - $137.55 $84,015 - $93,946
683 Added 7.15%
10,241 $1.4 Million
Q3 2019

Nov 14, 2019
SELL
$119.31 - $131.19 $4,891 - $5,378
-41 Reduced 0.43%
9,558 $1.21 Million
Q1 2019

May 14, 2019
BUY
$112.86 - $133.3 $543,082 - $641,439
4,812 Added 100.52%
9,599 $1.23 Million
Q2 2018

Aug 14, 2018
BUY
$125.73 - $143.08 $601,869 - $684,923
4,787 New
4,787 $666,000

Others Institutions Holding PRFZ

# of Institutions
289
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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