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

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 23,086 shares of PRFZ stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,086

Holding current value

$1.03 Million

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$40.68 - $46.33 $939,138 - $1.07 Million	23,086 New	23,086 $1.05 Million
Q2 2025 Jul 25, 2025	BUY	$33.13 - $40.67 $24,483 - $30,055	739 Added 4.76%	16,261 $661,000
Q1 2025 Apr 23, 2025	BUY	$37.35 - $43.35 $2,726 - $3,164	73 Added 0.47%	15,522 $587,000
Q4 2024 Aug 08, 2025	SELL	$40.82 - $45.39 $33,145 - $36,856	-812 Reduced 4.99%	15,449 $642,000
Q4 2024 Feb 07, 2025	BUY	$40.82 - $45.39 $184,669 - $205,344	4,524 Added 41.41%	15,449 $642,000
Q3 2024 Oct 21, 2024	BUY	$37.68 - $42.0 $13,564 - $15,120	360 Added 3.41%	10,925 $453,000
Q2 2024 Jul 15, 2024	BUY	$36.18 - $39.61 $40,521 - $44,363	1,120 Added 11.86%	10,565 $402,000
Q1 2024 Apr 30, 2024	BUY	$35.39 - $39.28 $7,750 - $8,602	219 Added 2.37%	9,445 $370,000
Q4 2023 Jan 25, 2024	BUY	$30.38 - $38.15 $280,285 - $351,971	9,226 New	9,226 $345,000

Others Institutions Holding PRFZ

# of Institutions

326

Shares Held

23.1M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

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