Smith, Salley & Associates Invesco Ftse Rafi Us 1500 Smal Transaction History

Smith, Salley & Associates

  • $1.5 Billion
  • Q4 2024

A detailed history of Smith, Salley & Associates transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Smith, Salley & Associates holds 20,070 shares of PRFZ stock, worth $855,383. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,070
Previous 22,206 9.62%
Holding current value
$855,383
Previous $922,000 9.44%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$40.82 - $45.39 $87,191 - $96,953
-2,136 Reduced 9.62%
20,070 $835,000
Q3 2024

Oct 24, 2024
BUY
$37.68 - $42.0 $123,816 - $138,012
3,286 Added 17.37%
22,206 $922,000
Q4 2023

Jan 24, 2024
BUY
$30.38 - $38.15 $7,291 - $9,156
240 Added 1.28%
18,920 $709,000
Q3 2023

Oct 27, 2023
BUY
$32.42 - $178.83 $484,484 - $2.67 Million
14,944 Added 400.0%
18,680 $616,000
Q2 2023

Aug 04, 2023
SELL
$154.7 - $172.29 $15,469 - $17,229
-100 Reduced 2.61%
3,736 $641,000
Q1 2023

May 03, 2023
BUY
$156.56 - $179.35 $600,564 - $687,986
3,836 New
3,836 $631,000

Others Institutions Holding PRFZ

# of Institutions
290
Shares Held
41.4M
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 Smith, Salley & Associates Portfolio

Follow Smith, Salley & Associates 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 Smith, Salley & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Smith, Salley & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email