Lyell Wealth Management, LP Invesco Ftse Rafi Us 1500 Smal Transaction History

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025

A detailed history of Lyell Wealth Management, LP transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Lyell Wealth Management, LP holds 6,774 shares of PRFZ stock, worth $306,049. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,774
Previous 6,774 -0.0%
Holding current value
$306,049
Previous $256,000 7.42%
% of portfolio
0.02%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$36.18 - $39.61 $245,083 - $268,318
6,774 New
6,774 $258,000

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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