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

Lido Advisors, LLC

  • $24 Billion
  • Q1 2025

A detailed history of Lido Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Lido Advisors, LLC holds 25,681 shares of PRFZ stock, worth $1.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,681
Previous 26,078 1.52%
Holding current value
$1.08 Million
Previous $1.09 Million 10.41%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$37.35 - $43.35 $14,827 - $17,209
-397 Reduced 1.52%
25,681 $972,000
Q4 2024

Feb 14, 2025
BUY
$40.82 - $45.39 $102,131 - $113,565
2,502 Added 10.61%
26,078 $1.09 Million
Q3 2024

Nov 14, 2024
SELL
$37.68 - $42.0 $108,593 - $121,044
-2,882 Reduced 10.89%
23,576 $979,000
Q2 2024

Aug 14, 2024
BUY
$36.18 - $39.61 $120,479 - $131,901
3,330 Added 14.4%
26,458 $1.01 Million
Q1 2024

May 15, 2024
BUY
$35.39 - $39.28 $6,370 - $7,070
180 Added 0.78%
23,128 $908,000
Q4 2023

Feb 14, 2024
SELL
$30.38 - $38.15 $346,848 - $435,558
-11,417 Reduced 33.22%
22,948 $860,000
Q3 2023

Nov 14, 2023
BUY
$32.42 - $178.83 $866,327 - $4.78 Million
26,722 Added 349.63%
34,365 $1.13 Million
Q2 2023

Aug 09, 2023
BUY
$154.7 - $172.29 $1.18 Million - $1.32 Million
7,643 New
7,643 $1.31 Million
Q1 2022

May 17, 2022
SELL
$172.02 - $194.71 $180,793 - $204,640
-1,051 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$181.11 - $201.01 $190,346 - $211,261
1,051 New
1,051 $201,000

Others Institutions Holding PRFZ

# of Institutions
312
Shares Held
43.9M
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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