Guardian Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 5,513 shares of PRFZ stock, worth $236,562. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,513

Previous 5,570 1.02%

Holding current value

$236,562

Previous $231,000 0.87%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$40.82 - $45.39 $2,326 - $2,587	-57 Reduced 1.02%	5,513 $229,000
Q3 2024 Nov 14, 2024	SELL	$37.68 - $42.0 $23,964 - $26,712	-636 Reduced 10.25%	5,570 $231,000
Q1 2024 May 15, 2024	SELL	$35.39 - $39.28 $5,025 - $5,577	-142 Reduced 2.24%	6,206 $243,000
Q4 2023 Feb 14, 2024	SELL	$30.38 - $38.15 $19,352 - $24,301	-637 Reduced 9.12%	6,348 $237,000
Q3 2023 Nov 14, 2023	BUY	$32.42 - $178.83 $179,120 - $988,035	5,525 Added 378.42%	6,985 $230,000
Q2 2023 Aug 14, 2023	BUY	$154.7 - $172.29 $3,248 - $3,618	21 Added 1.46%	1,460 $250,000
Q1 2023 May 15, 2023	SELL	$156.56 - $179.35 $18,630 - $21,342	-119 Reduced 7.64%	1,439 $236,000
Q4 2022 Feb 14, 2023	BUY	$29.73 - $170.26 $46,319 - $265,265	1,558 New	1,558 $246,000

Others Institutions Holding PRFZ

# of Institutions

298

Shares Held

43.5M

Call Options Held

Put Options Held

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 Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History