Badgley Phelps Wealth Managers, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 5,175 shares of PRFZ stock, worth $229,666. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,175
Previous 5,176 0.02%
Holding current value
$229,666
Previous $210,000 11.9%
% of portfolio
0.01%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$40.68 - $46.33 $40 - $46
-1 Reduced 0.02%
5,175 $235,000
Q2 2025

Jul 16, 2025
SELL
$33.13 - $40.67 $18,850 - $23,141
-569 Reduced 9.9%
5,176 $210,000
Q1 2025

Apr 30, 2025
BUY
$37.35 - $43.35 $2,801 - $3,251
75 Added 1.32%
5,745 $217,000
Q4 2023

Feb 14, 2024
BUY
$30.38 - $38.15 $172,254 - $216,310
5,670 New
5,670 $212,000
Q3 2023

Nov 02, 2023
BUY
$32.42 - $178.83 $198,248 - $1.09 Million
6,115 New
6,115 $201,000
Q2 2022

Aug 01, 2022
SELL
$149.12 - $184.64 $186,549 - $230,984
-1,251 Closed
0 $0
Q1 2022

May 09, 2022
SELL
$172.02 - $194.71 $31,307 - $35,437
-182 Reduced 12.7%
1,251 $229,000
Q4 2021

Feb 08, 2022
SELL
$181.11 - $201.01 $22,638 - $25,126
-125 Reduced 8.02%
1,433 $275,000
Q3 2021

Nov 29, 2021
BUY
$172.95 - $188.37 $269,456 - $293,480
1,558 New
1,558 $284,000

Others Institutions Holding PRFZ

# of Institutions
326
Shares Held
23.4M
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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