Fermata Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Fermata Advisors, LLC

  • $344 Million
  • Q3 2025

A detailed history of Fermata Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Fermata Advisors, LLC holds 6,834 shares of PRFZ stock, worth $308,760. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,834
Previous 5,570 22.69%
Holding current value
$308,760
Previous $226,000 37.17%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$40.68 - $46.33 $51,419 - $58,561
1,264 Added 22.69%
6,834 $310,000
Q2 2025

Jul 09, 2025
SELL
$33.13 - $40.67 $6,626 - $8,134
-200 Reduced 3.47%
5,570 $226,000
Q1 2025

Apr 10, 2025
SELL
$37.35 - $43.35 $1,045 - $1,213
-28 Reduced 0.48%
5,770 $218,000
Q4 2024

Jan 14, 2025
BUY
$40.82 - $45.39 $1,306 - $1,452
32 Added 0.55%
5,798 $241,000
Q3 2024

Oct 09, 2024
BUY
$37.68 - $42.0 $217,262 - $242,172
5,766 New
5,766 $239,000

Others Institutions Holding PRFZ

# of Institutions
322
Shares Held
23M
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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