Fairway Wealth LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Fairway Wealth LLC

$271 Billion
Q1 2025

A detailed history of Fairway Wealth LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Fairway Wealth LLC holds 260 shares of PRFZ stock, worth $9,633. This represents 0.0% of its overall portfolio holdings.

Number of Shares

260

Holding current value

$9,633

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$37.35 - $43.35 $9,711 - $11,271	260 New	260 $9.84 Million

Others Institutions Holding PRFZ

# of Institutions

301

Shares Held

42.9M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

19.7M
Shares

$729 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$96.8 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.32M
Shares

$48.9 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$45.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.13M
Shares

$41.7 Million
0.0% of portfolio

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fairway Wealth LLC with notifications on news.

Account