Wealthspire Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Wealthspire Advisors, LLC

  • $7.78 Billion
  • Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 9,476 shares of PRFZ stock, worth $392,685. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,476
Previous 5,294 79.0%
Holding current value
$392,685
Previous $207,000 74.4%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$36.18 - $39.61 $151,304 - $165,649
4,182 Added 79.0%
9,476 $361,000
Q1 2024

May 06, 2024
SELL
$35.39 - $39.28 $48,696 - $54,049
-1,376 Reduced 20.63%
5,294 $207,000
Q4 2023

Feb 06, 2024
BUY
$30.38 - $38.15 $202,634 - $254,460
6,670 New
6,670 $250,000

Others Institutions Holding PRFZ

# of Institutions
288
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
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