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

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

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 97,538 shares of PRFZ stock, worth $4.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

97,538

Previous 98,401 0.88%

Holding current value

$4.09 Million

Previous $4.09 Million 9.82%

% of portfolio

0.02%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$37.35 - $43.35 $32,233 - $37,411	-863 Reduced 0.88%	97,538 $3.69 Million
Q4 2024 Feb 03, 2025	BUY	$40.82 - $45.39 $215,243 - $239,341	5,273 Added 5.66%	98,401 $4.09 Million
Q3 2024 Nov 13, 2024	BUY	$37.68 - $42.0 $3.15 Million - $3.51 Million	83,652 Added 882.78%	93,128 $3.87 Million
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

312

Shares Held

43.9M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

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