A detailed history of Sargent Bickham Lagudis LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 289 shares of PRFZ stock, worth $12,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
289
Previous 256 12.89%
Holding current value
$12,435
Previous $37,000 21.62%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 23, 2023

BUY
$29.73 - $170.26 $981 - $5,618
33 Added 12.89%
289 $0
Q2 2022

Jul 13, 2022

SELL
$149.12 - $184.64 $46,674 - $57,792
-313 Reduced 55.01%
256 $39,000
Q1 2022

Apr 27, 2022

BUY
$172.02 - $194.71 $53,842 - $60,944
313 Added 122.27%
569 $104,000
Q4 2020

May 24, 2021

BUY
$118.92 - $151.55 $30,443 - $38,796
256 New
256 $45,000
Q1 2020

Sep 07, 2021

SELL
$79.31 - $138.92 $214,137 - $375,083
-2,700 Closed
0 $0
Q3 2018

Sep 13, 2021

BUY
$139.56 - $146.04 $188,406 - $197,154
1,350 Added 100.0%
2,700 $384,000
Q4 2017

Sep 13, 2021

BUY
$124.33 - $130.82 $167,845 - $176,607
1,350 New
1,350 $175,000
Q2 2017

Sep 13, 2021

SELL
N/A
-97 Closed
0 $0
Q3 2016

Sep 13, 2021

BUY
N/A
97
97 $10,000

Others Institutions Holding PRFZ

About INVESCO FTSE RAFI US 1500 SMAL


  • Ticker PRFZ
  • Sector ETFs
  • Industry ETFs
More about PRFZ
Track This Portfolio

Track Sargent Bickham Lagudis LLC Portfolio

Follow Sargent Bickham Lagudis LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sargent Bickham Lagudis LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sargent Bickham Lagudis LLC with notifications on news.