Moneta Group Investment Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,461 shares of PRFZ stock, worth $291,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,461
Previous 5,847 10.5%
Holding current value
$291,907
Previous $221,000 18.55%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$33.13 - $40.67 $20,341 - $24,971
614 Added 10.5%
6,461 $262,000
Q1 2025

May 15, 2025
BUY
$37.35 - $43.35 $218,385 - $253,467
5,847 New
5,847 $221,000

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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