A detailed history of Financial Advocates Investment Management transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Financial Advocates Investment Management holds 14,412 shares of PRFZ stock, worth $628,795. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,412
Previous 15,425 6.57%
Holding current value
$628,795
Previous $588,000 1.7%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 25, 2024

SELL
$37.68 - $42.0 $38,169 - $42,546
-1,013 Reduced 6.57%
14,412 $598,000
Q2 2024

Jul 26, 2024

BUY
$36.18 - $39.61 $217 - $237
6 Added 0.04%
15,425 $588,000
Q1 2024

May 01, 2024

BUY
$35.39 - $39.28 $4,742 - $5,263
134 Added 0.88%
15,419 $605,000
Q4 2023

Feb 08, 2024

SELL
$30.38 - $38.15 $81,327 - $102,127
-2,677 Reduced 14.9%
15,285 $573,000
Q3 2023

Oct 27, 2023

BUY
$32.42 - $178.83 $462,730 - $2.55 Million
14,273 Added 386.91%
17,962 $592,000
Q2 2023

Aug 07, 2023

BUY
$154.7 - $172.29 $618 - $689
4 Added 0.11%
3,689 $633,000
Q1 2023

May 11, 2023

BUY
$156.56 - $179.35 $469 - $538
3 Added 0.08%
3,685 $606,000
Q4 2022

Feb 14, 2023

SELL
$29.73 - $170.26 $5,946 - $34,052
-200 Reduced 5.15%
3,682 $583,000
Q3 2022

Nov 14, 2022

BUY
$29.14 - $177.75 $1,719 - $10,487
59 Added 1.54%
3,882 $566,000
Q2 2022

Aug 12, 2022

BUY
$149.12 - $184.64 $32,508 - $40,251
218 Added 6.05%
3,823 $586,000
Q1 2022

May 11, 2022

BUY
$172.02 - $194.71 $172 - $194
1 Added 0.03%
3,605 $659,000
Q4 2021

Feb 14, 2022

BUY
$181.11 - $201.01 $362 - $402
2 Added 0.06%
3,604 $691,000
Q3 2021

Nov 04, 2021

BUY
$172.95 - $188.37 $74,195 - $80,810
429 Added 13.52%
3,602 $657,000
Q2 2021

Aug 03, 2021

SELL
$174.76 - $191.37 $7,864 - $8,611
-45 Reduced 1.4%
3,173 $593,000
Q4 2020

Feb 12, 2021

SELL
$118.92 - $151.55 $65,881 - $83,958
-554 Reduced 14.69%
3,218 $486,000
Q1 2020

Apr 29, 2020

BUY
$79.31 - $138.92 $3,568 - $6,251
45 Added 1.21%
3,772 $337,000
Q3 2019

Nov 13, 2019

SELL
$119.31 - $131.19 $19,686 - $21,646
-165 Reduced 4.24%
3,727 $473,000
Q2 2019

Aug 08, 2019

SELL
$119.99 - $133.64 $45,596 - $50,783
-380 Reduced 8.9%
3,892 $497,000
Q1 2019

May 16, 2019

SELL
$112.86 - $133.3 $11,286 - $13,330
-100 Reduced 2.29%
4,272 $545,000
Q4 2018

Feb 14, 2019

SELL
$107.24 - $140.77 $129,009 - $169,346
-1,203 Reduced 21.58%
4,372 $496,000
Q3 2018

Nov 14, 2018

BUY
$139.56 - $146.04 $131,605 - $137,715
943 Added 20.36%
5,575 $0
Q2 2018

Aug 09, 2018

BUY
$125.73 - $143.08 $582,381 - $662,746
4,632 New
4,632 $648,000

Others Institutions Holding PRFZ

About INVESCO FTSE RAFI US 1500 SMAL


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

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.