Sightline Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 5,796 shares of PRFZ stock, worth $263,196. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,796
Previous 5,781 0.26%
Holding current value
$263,196
Previous $218,000 7.8%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jul 15, 2025
BUY
$33.13 - $40.67 $496 - $610
15 Added 0.26%
5,796 $235,000
Q1 2025

Apr 29, 2025
BUY
$37.35 - $43.35 $261 - $303
7 Added 0.12%
5,781 $218,000
Q4 2024

Jan 13, 2025
BUY
$40.82 - $45.39 $1,306 - $1,452
32 Added 0.56%
5,774 $240,000
Q3 2024

Oct 21, 2024
BUY
$37.68 - $42.0 $678 - $756
18 Added 0.31%
5,742 $238,000
Q2 2024

Aug 02, 2024
BUY
$36.18 - $39.61 $832 - $911
23 Added 0.4%
5,724 $218,000
Q1 2024

Apr 24, 2024
BUY
$35.39 - $39.28 $460 - $510
13 Added 0.23%
5,701 $223,000
Q4 2023

Jan 23, 2024
BUY
$30.38 - $38.15 $172,801 - $216,997
5,688 New
5,688 $213,000
Q2 2022

Jul 15, 2022
SELL
$149.12 - $184.64 $165,374 - $204,765
-1,109 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$172.02 - $194.71 $516 - $584
3 Added 0.27%
1,109 $202,000
Q4 2021

Jan 26, 2022
BUY
$181.11 - $201.01 $362 - $402
2 Added 0.18%
1,106 $214,000
Q3 2021

Oct 25, 2021
BUY
$172.95 - $188.37 $172 - $188
1 Added 0.09%
1,104 $202,000
Q2 2021

Jul 22, 2021
BUY
$174.76 - $191.37 $192,760 - $211,081
1,103 New
1,103 $206,000

Others Institutions Holding PRFZ

# of Institutions
312
Shares Held
23.1M
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 Sightline Wealth Advisors, LLC Portfolio

Follow Sightline Wealth 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 Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email