Financial Alternatives, Inc Invesco Ftse Rafi Us 1500 Smal Transaction History

Financial Alternatives, Inc

$154 Billion
Q2 2025

A detailed history of Financial Alternatives, Inc transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Financial Alternatives, Inc holds 7,313 shares of PRFZ stock, worth $305,025. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,313

Previous 7,976 8.31%

Holding current value

$305,025

Previous $302 Million 1.51%

% of portfolio

0.19%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$33.13 - $40.67 $21,965 - $26,964	-663 Reduced 8.31%	7,313 $297 Million
Q4 2024 Feb 13, 2025	SELL	$40.82 - $45.39 $21,185 - $23,557	-519 Reduced 6.11%	7,976 $332 Million
Q3 2024 Nov 14, 2024	SELL	$37.68 - $42.0 $24,341 - $27,132	-646 Reduced 7.07%	8,495 $353 Million
Q4 2023 Feb 13, 2024	SELL	$30.38 - $38.15 $11,969 - $15,031	-394 Reduced 4.13%	9,141 $343 Million
Q3 2023 Nov 13, 2023	BUY	$32.42 - $178.83 $247,299 - $1.36 Million	7,628 Added 400.0%	9,535 $315 Million
Q2 2023 Aug 11, 2023	SELL	$154.7 - $172.29 $15,469 - $17,229	-100 Reduced 4.98%	1,907 $328 Million
Q4 2022 Mar 10, 2023	BUY	$29.73 - $170.26 $59,668 - $341,711	2,007 New	2,007 $318 Million

Others Institutions Holding PRFZ

# of Institutions

309

Shares Held

43.9M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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Financial Alternatives, Inc Invesco Ftse Rafi Us 1500 Smal Transaction History