Tradition Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 13,174 shares of PRFZ stock, worth $499,294. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,174
Previous 13,168 0.05%
Holding current value
$499,294
Previous $547,000 0.18%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 13, 2025
BUY
$40.82 - $45.39 $244 - $272
6 Added 0.05%
13,174 $548,000
Q3 2024

Nov 14, 2024
SELL
$37.68 - $42.0 $10,022 - $11,172
-266 Reduced 1.98%
13,168 $547,000
Q2 2024

Aug 12, 2024
SELL
$36.18 - $39.61 $20,622 - $22,577
-570 Reduced 4.07%
13,434 $512,000
Q1 2024

May 13, 2024
SELL
$35.39 - $39.28 $26,153 - $29,027
-739 Reduced 5.01%
14,004 $550,000
Q4 2023

Feb 12, 2024
SELL
$30.38 - $38.15 $33,721 - $42,346
-1,110 Reduced 7.0%
14,743 $553,000
Q3 2023

Nov 13, 2023
BUY
$32.42 - $178.83 $397,209 - $2.19 Million
12,252 Added 340.24%
15,853 $523,000
Q2 2023

Aug 14, 2023
BUY
$154.7 - $172.29 $309 - $344
2 Added 0.06%
3,601 $619,000
Q1 2023

May 11, 2023
SELL
$156.56 - $179.35 $351,007 - $402,102
-2,242 Reduced 38.38%
3,599 $592,000
Q4 2022

Feb 03, 2023
SELL
$29.73 - $170.26 $28,213 - $161,576
-949 Reduced 13.98%
5,841 $919,000
Q3 2022

Nov 14, 2022
SELL
$29.14 - $177.75 $5,449 - $33,239
-187 Reduced 2.68%
6,790 $977,000
Q2 2022

Aug 02, 2022
BUY
$149.12 - $184.64 $262,898 - $325,520
1,763 Added 33.81%
6,977 $1.06 Million
Q1 2022

May 11, 2022
SELL
$172.02 - $194.71 $17,029 - $19,276
-99 Reduced 1.86%
5,214 $952,000
Q4 2021

Feb 14, 2022
BUY
$181.11 - $201.01 $9,417 - $10,452
52 Added 0.99%
5,313 $1.02 Million
Q3 2021

Nov 12, 2021
BUY
$172.95 - $188.37 $7,263 - $7,911
42 Added 0.8%
5,261 $960,000
Q2 2021

Aug 09, 2021
SELL
$174.76 - $191.37 $16,252 - $17,797
-93 Reduced 1.75%
5,219 $975,000
Q1 2021

May 14, 2021
SELL
$149.19 - $186.18 $41,027 - $51,199
-275 Reduced 4.92%
5,312 $937,000
Q4 2020

Feb 16, 2021
BUY
$118.92 - $151.55 $664,406 - $846,709
5,587 New
5,587 $843,000

Others Institutions Holding PRFZ

# of Institutions
299
Shares Held
42.9M
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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