Plante Moran Financial Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,624 shares of PRFZ stock, worth $73,372. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,624
Previous 1,169 38.92%
Holding current value
$73,372
Previous $44,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 05, 2025
BUY
$33.13 - $40.67 $15,074 - $18,504
455 Added 38.92%
1,624 $66,000
Q4 2024

Feb 05, 2025
SELL
$40.82 - $45.39 $7,510 - $8,351
-184 Reduced 13.6%
1,169 $48,000
Q1 2024

May 09, 2024
BUY
$35.39 - $39.28 $47,847 - $53,106
1,352 Added 135200.0%
1,353 $53,000
Q4 2023

Feb 05, 2024
BUY
$30.38 - $38.15 $30 - $38
1 New
1 $0
Q1 2023

May 08, 2023
BUY
$156.56 - $179.35 $11,115 - $12,733
71 New
71 $11,000
Q3 2022

Nov 02, 2022
BUY
$29.14 - $177.75 $8,188 - $49,947
281 New
281 $41,000
Q1 2022

May 06, 2022
SELL
$172.02 - $194.71 $6,880 - $7,788
-40 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$149.19 - $186.18 $5,967 - $7,447
40 New
40 $7,000
Q1 2020

May 07, 2020
SELL
$79.31 - $138.92 $160,285 - $280,757
-2,021 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$123.01 - $137.55 $248,603 - $277,988
2,021 New
2,021 $276,000

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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