Ae Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Ae Wealth Management LLC

  • $14.9 Billion
  • Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,642 shares of PRFZ stock, worth $117,251. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,642
Previous 2,643 0.04%
Holding current value
$117,251
Previous $120,000 2.5%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$43.97 - $46.55 $43 - $46
-1 Reduced 0.04%
2,642 $117,000
Q3 2025

Nov 03, 2025
SELL
$40.68 - $46.33 $203 - $231
-5 Reduced 0.19%
2,643 $120,000
Q2 2025

Aug 06, 2025
BUY
$33.13 - $40.67 $12,755 - $15,657
385 Added 17.01%
2,648 $107,000
Q1 2025

May 06, 2025
SELL
$37.35 - $43.35 $634 - $736
-17 Reduced 0.75%
2,263 $85,000
Q4 2024

Feb 13, 2025
BUY
$40.82 - $45.39 $93,069 - $103,489
2,280 New
2,280 $94,000

Others Institutions Holding PRFZ

# of Institutions
326
Shares Held
23.6M
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 Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email