Ci Private Wealth, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Ci Private Wealth, LLC holds 21,823 shares of PRFZ stock, worth $968,504. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,823
Previous 20,614 5.86%
Holding current value
$968,504
Previous $838,000 18.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$40.68 - $46.33 $49,182 - $56,012
1,209 Added 5.86%
21,823 $991,000
Q2 2025

Aug 15, 2025
BUY
$33.13 - $40.67 $9,143 - $11,224
276 Added 1.36%
20,614 $838,000
Q1 2025

May 14, 2025
BUY
$37.35 - $43.35 $90,685 - $105,253
2,428 Added 13.56%
20,338 $769,000
Q4 2024

Feb 10, 2025
BUY
$40.82 - $45.39 $3,755 - $4,175
92 Added 0.52%
17,910 $745,000
Q3 2024

Nov 12, 2024
BUY
$37.68 - $42.0 $101,095 - $112,686
2,683 Added 17.73%
17,818 $740,000
Q2 2024

Aug 13, 2024
SELL
$36.18 - $39.61 $175,870 - $192,544
-4,861 Reduced 24.31%
15,135 $577,000
Q1 2024

May 09, 2024
SELL
$35.39 - $39.28 $49,546 - $54,992
-1,400 Reduced 6.54%
19,996 $785,000
Q4 2023

Feb 09, 2024
BUY
$30.38 - $38.15 $207,981 - $261,174
6,846 Added 47.05%
21,396 $802,000
Q3 2023

Nov 03, 2023
BUY
$32.42 - $178.83 $333,439 - $1.84 Million
10,285 Added 241.15%
14,550 $480,000
Q2 2023

Aug 10, 2023
SELL
$154.7 - $172.29 $2.93 Million - $3.26 Million
-18,950 Reduced 81.63%
4,265 $732,000
Q1 2023

May 15, 2023
BUY
$156.56 - $179.35 $165,170 - $189,214
1,055 Added 4.76%
23,215 $3.82 Million
Q4 2022

Feb 15, 2023
BUY
$29.73 - $170.26 $658,816 - $3.77 Million
22,160 New
22,160 $3.51 Million

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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