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

Three Bridge Wealth Advisors, LLC

  • $268 Million
  • Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 194,442 shares of PRFZ stock, worth $8.13 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
194,442
Previous 197,085 1.34%
Holding current value
$8.13 Million
Previous $7.52 Million 7.49%
% of portfolio
3.01%
Previous 3.01%

Shares

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

Nov 13, 2024
SELL
$37.68 - $42.0 $99,588 - $111,006
-2,643 Reduced 1.34%
194,442 $8.08 Million
Q2 2024

Aug 14, 2024
BUY
$36.18 - $39.61 $13,856 - $15,170
383 Added 0.19%
197,085 $7.52 Million
Q1 2024

May 14, 2024
SELL
$35.39 - $39.28 $77,256 - $85,748
-2,183 Reduced 1.1%
196,702 $7.73 Million
Q4 2023

Feb 08, 2024
SELL
$30.38 - $38.15 $128,598 - $161,488
-4,233 Reduced 2.08%
198,885 $7.46 Million
Q3 2023

Nov 13, 2023
BUY
$32.42 - $178.83 $5.28 Million - $29.1 Million
162,965 Added 405.86%
203,118 $6.7 Million
Q2 2023

Jul 28, 2023
BUY
$154.7 - $172.29 $390,153 - $434,515
2,522 Added 6.7%
40,153 $6.9 Million
Q1 2023

May 11, 2023
BUY
$156.56 - $179.35 $369,168 - $422,907
2,358 Added 6.68%
37,631 $6.19 Million
Q4 2022

Feb 14, 2023
SELL
$29.73 - $170.26 $46,884 - $268,500
-1,577 Reduced 4.28%
35,273 $5.59 Million
Q3 2022

Nov 10, 2022
SELL
$29.14 - $177.75 $9,383 - $57,235
-322 Reduced 1.05%
30,243 $4.41 Million
Q2 2022

Nov 10, 2022
BUY
$149.12 - $184.64 $4.56 Million - $5.64 Million
30,565 New
30,565 $4.69 Million
Q1 2022

Feb 14, 2023
BUY
$172.02 - $194.71 $1.14 Million - $1.29 Million
6,607 Added 21.85%
36,850 $6.73 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
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