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

Three Bridge Wealth Advisors, LLC

$384 Million
Q3 2025

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 267,437 shares of PRFZ stock, worth $12.1 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares

267,437

Previous 246,465 8.51%

Holding current value

$12.1 Million

Previous $10 Million 21.18%

% of portfolio

3.16%

Previous 2.67%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$40.68 - $46.33 $853,140 - $971,632	20,972 Added 8.51%	267,437 $12.1 Million
Q2 2025 Jul 22, 2025	BUY	$33.13 - $40.67 $1.79 Million - $2.2 Million	53,998 Added 28.06%	246,465 $10 Million
Q1 2025 May 06, 2025	BUY	$37.35 - $43.35 $40,823 - $47,381	1,093 Added 0.57%	192,467 $7.29 Million
Q4 2024 Jan 29, 2025	SELL	$40.82 - $45.39 $125,235 - $139,256	-3,068 Reduced 1.58%	191,374 $7.96 Million
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

317

Shares Held

23M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

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