Avantax Advisory Services, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 410,384 shares of PRFZ stock, worth $16.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

410,384

Previous 372,182 10.26%

Holding current value

$16.9 Million

Previous $15.5 Million 10.42%

% of portfolio

0.11%

Previous 0.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$40.82 - $45.39 $1.56 Million - $1.73 Million	38,202 Added 10.26%	410,384 $17.1 Million
Q3 2024 Nov 13, 2024	BUY	$37.68 - $42.0 $1.71 Million - $1.9 Million	45,278 Added 13.85%	372,182 $15.5 Million
Q2 2024 Aug 09, 2024	BUY	$36.18 - $39.61 $1.21 Million - $1.32 Million	33,399 Added 11.38%	326,904 $12.5 Million
Q1 2024 May 08, 2024	BUY	$35.39 - $39.28 $932,738 - $1.04 Million	26,356 Added 9.87%	293,505 $11.5 Million
Q4 2023 Feb 07, 2024	BUY	$30.38 - $38.15 $1.53 Million - $1.92 Million	50,440 Added 23.28%	267,149 $10 Million
Q3 2023 Nov 07, 2023	BUY	$32.42 - $178.83 $5.78 Million - $31.9 Million	178,330 Added 464.66%	216,709 $7.15 Million
Q2 2023 Aug 11, 2023	BUY	$154.7 - $172.29 $228,182 - $254,127	1,475 Added 4.0%	38,379 $6.59 Million
Q1 2023 Apr 28, 2023	BUY	$156.56 - $179.35 $59,492 - $68,153	380 Added 1.04%	36,904 $6.07 Million
Q4 2022 Feb 13, 2023	SELL	$29.73 - $170.26 $18,759 - $107,434	-631 Reduced 1.7%	36,524 $5.79 Million
Q3 2022 Nov 01, 2022	BUY	$29.14 - $177.75 $14,249 - $86,919	489 Added 1.33%	37,155 $5.41 Million
Q2 2022 Aug 02, 2022	BUY	$149.12 - $184.64 $1.1 Million - $1.36 Million	7,349 Added 25.07%	36,666 $5.62 Million
Q1 2022 Apr 27, 2022	BUY	$172.02 - $194.71 $405,279 - $458,736	2,356 Added 8.74%	29,317 $5.36 Million
Q4 2021 Jan 24, 2022	BUY	$181.11 - $201.01 $70,270 - $77,991	388 Added 1.46%	26,961 $5.17 Million
Q3 2021 Oct 21, 2021	BUY	$172.95 - $188.37 $241,438 - $262,964	1,396 Added 5.54%	26,573 $4.85 Million
Q2 2021 Jul 29, 2021	BUY	$174.76 - $191.37 $58,020 - $63,534	332 Added 1.34%	25,177 $4.71 Million
Q1 2021 May 13, 2021	SELL	$149.19 - $186.18 $134,121 - $167,375	-899 Reduced 3.49%	24,845 $4.38 Million
Q4 2020 Jan 22, 2021	SELL	$118.92 - $151.55 $1.05 Million - $1.33 Million	-8,795 Reduced 25.46%	25,744 $3.89 Million
Q3 2020 Oct 14, 2020	BUY	$108.56 - $125.07 $1.15 Million - $1.32 Million	10,550 Added 43.98%	34,539 $4.05 Million
Q2 2020 Aug 06, 2020	SELL	$81.46 - $123.86 $63,375 - $96,363	-778 Reduced 3.14%	23,989 $2.68 Million
Q1 2020 Apr 30, 2020	BUY	$79.31 - $138.92 $523,604 - $917,149	6,602 Added 36.34%	24,767 $2.22 Million
Q4 2019 Feb 14, 2020	BUY	$123.01 - $137.55 $2.23 Million - $2.5 Million	18,165 New	18,165 $2.48 Million

Others Institutions Holding PRFZ

# of Institutions

298

Shares Held

43.5M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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Avantax Advisory Services, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History