Sterling Financial Planning, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 14,371 shares of PRFZ stock, worth $604,587. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,371
Previous 14,659 1.96%
Holding current value
$604,587
Previous $559,000 6.8%
% of portfolio
0.23%
Previous 0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$37.68 - $42.0 $10,851 - $12,096
-288 Reduced 1.96%
14,371 $597,000
Q2 2024

Jul 30, 2024
SELL
$36.18 - $39.61 $62,663 - $68,604
-1,732 Reduced 10.57%
14,659 $559,000
Q1 2024

May 06, 2024
SELL
$35.39 - $39.28 $125,280 - $139,051
-3,540 Reduced 17.76%
16,391 $643,000
Q4 2023

Jan 31, 2024
SELL
$30.38 - $38.15 $3,979 - $4,997
-131 Reduced 0.65%
19,931 $747,000
Q3 2023

Nov 03, 2023
BUY
$32.42 - $178.83 $512,041 - $2.82 Million
15,794 Added 370.06%
20,062 $661,000
Q2 2023

Jul 28, 2023
SELL
$154.7 - $172.29 $60,951 - $67,882
-394 Reduced 8.45%
4,268 $733,000
Q1 2023

May 03, 2023
SELL
$156.56 - $179.35 $101,764 - $116,577
-650 Reduced 12.24%
4,662 $766,000
Q4 2022

Feb 06, 2023
SELL
$29.73 - $170.26 $3,716 - $21,282
-125 Reduced 2.3%
5,312 $841,000
Q3 2022

Nov 01, 2022
SELL
$29.14 - $177.75 $3,904 - $23,818
-134 Reduced 2.41%
5,437 $792,000
Q2 2022

Jul 27, 2022
SELL
$149.12 - $184.64 $41,008 - $50,775
-275 Reduced 4.7%
5,571 $854,000
Q1 2022

May 10, 2022
SELL
$172.02 - $194.71 $41,456 - $46,925
-241 Reduced 3.96%
5,846 $1.07 Million
Q4 2021

Feb 02, 2022
SELL
$181.11 - $201.01 $30,245 - $33,568
-167 Reduced 2.67%
6,087 $1.17 Million
Q3 2021

Oct 28, 2021
SELL
$172.95 - $188.37 $15,911 - $17,330
-92 Reduced 1.45%
6,254 $1.14 Million
Q2 2021

Aug 02, 2021
SELL
$174.76 - $191.37 $147,147 - $161,133
-842 Reduced 11.71%
6,346 $1.19 Million
Q1 2021

Apr 28, 2021
SELL
$149.19 - $186.18 $136,061 - $169,796
-912 Reduced 11.26%
7,188 $1.27 Million
Q4 2020

Feb 10, 2021
BUY
$118.92 - $151.55 $963,252 - $1.23 Million
8,100 New
8,100 $1.22 Million

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 Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. 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 Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email