Wealthsource Partners, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wealthsource Partners, LLC holds 80,843 shares of PRFZ stock, worth $3.34 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
80,843
Previous 83,080 2.69%
Holding current value
$3.34 Million
Previous $2.74 Million 10.58%
% of portfolio
0.2%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$30.38 - $38.15 $67,960 - $85,341
-2,237 Reduced 2.69%
80,843 $3.03 Million
Q3 2023

Nov 09, 2023
BUY
$32.42 - $178.83 $2.16 Million - $11.9 Million
66,473 Added 400.27%
83,080 $2.74 Million
Q2 2023

Aug 14, 2023
BUY
$154.7 - $172.29 $1,392 - $1,550
9 Added 0.05%
16,607 $2.85 Million
Q1 2023

May 15, 2023
SELL
$156.56 - $179.35 $6,888 - $7,891
-44 Reduced 0.26%
16,598 $2.73 Million
Q4 2022

Feb 09, 2023
BUY
$29.73 - $170.26 $2,645 - $15,153
89 Added 0.54%
16,642 $2.64 Million
Q3 2022

Nov 14, 2022
SELL
$29.14 - $177.75 $1,719 - $10,487
-59 Reduced 0.36%
16,553 $2.41 Million
Q2 2022

Aug 10, 2022
BUY
$149.12 - $184.64 $93,050 - $115,215
624 Added 3.9%
16,612 $2.55 Million
Q1 2022

May 09, 2022
SELL
$172.02 - $194.71 $12,557 - $14,213
-73 Reduced 0.45%
15,988 $2.92 Million
Q4 2021

Feb 14, 2022
BUY
$181.11 - $201.01 $278,003 - $308,550
1,535 Added 10.57%
16,061 $3.08 Million
Q3 2021

Nov 18, 2021
BUY
$172.95 - $188.37 $691 - $753
4 Added 0.03%
14,526 $2.65 Million
Q2 2021

Nov 18, 2021
BUY
$174.76 - $191.37 $40,020 - $43,823
229 Added 1.6%
14,522 $2.71 Million
Q1 2021

Jun 21, 2021
BUY
$149.19 - $186.18 $2.13 Million - $2.66 Million
14,293 New
14,293 $2.52 Million

Others Institutions Holding PRFZ

# of Institutions
283
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
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email