Wetherby Asset Management Inc Invesco Ftse Rafi Us 1500 Smal Transaction History

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,698 shares of PRFZ stock, worth $347,795. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,698
Previous 7,698 -0.0%
Holding current value
$347,795
Previous $320,000 2.19%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$35.39 - $39.28 $4,600 - $5,106
-130 Reduced 1.66%
7,698 $302,000
Q4 2023

Feb 14, 2024
BUY
$30.38 - $38.15 $237,814 - $298,638
7,828 New
7,828 $293,000

Others Institutions Holding PRFZ

# of Institutions
322
Shares Held
23M
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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