Schechter Investment Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 7,075 shares of PRFZ stock, worth $279,957. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,075
Previous 7,325 3.41%
Holding current value
$279,957
Previous $304,000 12.17%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 01, 2025
SELL
$37.35 - $43.35 $9,337 - $10,837
-250 Reduced 3.41%
7,075 $267,000
Q2 2024

Aug 12, 2024
BUY
$36.18 - $39.61 $10,130 - $11,090
280 Added 3.97%
7,325 $279,000
Q3 2023

Nov 06, 2023
BUY
$32.42 - $178.83 $228,398 - $1.26 Million
7,045 New
7,045 $232,000

Others Institutions Holding PRFZ

# of Institutions
306
Shares Held
43.8M
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
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, 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 Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email