Wcg Wealth Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 254,551 shares of PRFZ stock, worth $10.6 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
254,551
Previous 160,351 58.75%
Holding current value
$10.6 Million
Previous $6.07 Million 70.54%
% of portfolio
0.73%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$33.13 - $40.67 $3.12 Million - $3.83 Million
94,200 Added 58.75%
254,551 $10.4 Million
Q1 2025

May 14, 2025
SELL
$37.35 - $43.35 $1.03 Million - $1.2 Million
-27,594 Reduced 14.68%
160,351 $6.07 Million
Q4 2024

Feb 18, 2025
SELL
$40.82 - $45.39 $87,844 - $97,679
-2,152 Reduced 1.13%
187,945 $7.82 Million
Q3 2024

Nov 13, 2024
SELL
$37.68 - $42.0 $414,216 - $461,706
-10,993 Reduced 5.47%
190,097 $7.9 Million
Q2 2024

Aug 12, 2024
BUY
$36.18 - $39.61 $7.28 Million - $7.97 Million
201,090 New
201,090 $7.67 Million

Others Institutions Holding PRFZ

# of Institutions
311
Shares Held
23.1M
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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