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

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025

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 5,281 shares of PRFZ stock, worth $238,595. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,281
Previous 5,455 3.19%
Holding current value
$238,595
Previous $206,000 3.88%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$33.13 - $40.67 $5,764 - $7,076
-174 Reduced 3.19%
5,281 $214,000
Q1 2025

May 15, 2025
SELL
$37.35 - $43.35 $2,166 - $2,514
-58 Reduced 1.05%
5,455 $206,000
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
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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