Umb Bank, N.A. Invesco Ftse Rafi Us 1500 Smal Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

A detailed history of Umb Bank, N.A. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Umb Bank, N.A. holds 1,936 shares of PRFZ stock, worth $80,227. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,936

Previous 2,320 16.55%

Holding current value

$80,227

Previous $88,000 9.09%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$37.68 - $42.0 $14,469 - $16,128	-384 Reduced 16.55%	1,936 $80,000
Q3 2023 Oct 18, 2023	BUY	$32.42 - $178.83 $60,171 - $331,908	1,856 Added 400.0%	2,320 $76,000
Q4 2022 Jan 10, 2023	SELL	$29.73 - $170.26 $2,318 - $13,280	-78 Reduced 14.39%	464 $74,000
Q2 2022 Jul 20, 2022	SELL	$149.12 - $184.64 $2,236 - $2,769	-15 Reduced 2.69%	542 $83,000
Q4 2021 Feb 09, 2022	BUY	$181.11 - $201.01 $100,878 - $111,962	557 New	557 $107,000
Q2 2020 Jul 16, 2020	SELL	$81.46 - $123.86 $214,402 - $325,999	-2,632 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	$123.01 - $137.55 $63,965 - $71,526	-520 Reduced 16.5%	2,632 $360,000
Q4 2018 Jan 24, 2019	BUY	$107.24 - $140.77 $58,124 - $76,297	542 Added 20.77%	3,152 $359,000
Q2 2018 Jul 31, 2018	BUY	$125.73 - $143.08 $328,155 - $373,438	2,610 New	2,610 $363,000

Others Institutions Holding PRFZ

# of Institutions

288

Shares Held

41.4M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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