Ep Wealth Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,199 shares of PRFZ stock, worth $497,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,199
Previous 13,481 16.93%
Holding current value
$497,011
Previous $510,000 10.78%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$33.13 - $40.67 $75,602 - $92,808
-2,282 Reduced 16.93%
11,199 $455,000
Q1 2025

May 15, 2025
BUY
$37.35 - $43.35 $83,103 - $96,453
2,225 Added 19.77%
13,481 $510,000
Q4 2024

Feb 13, 2025
BUY
$40.82 - $45.39 $163,239 - $181,514
3,999 Added 55.11%
11,256 $468,000
Q3 2024

Nov 14, 2024
BUY
$37.68 - $42.0 $123,402 - $137,550
3,275 Added 82.25%
7,257 $301,000
Q2 2024

Aug 19, 2024
BUY
$36.18 - $39.61 $144,068 - $157,727
3,982 New
3,982 $151,000
Q2 2022

Aug 11, 2022
SELL
$149.12 - $184.64 $42,051 - $52,068
-282 Reduced 18.86%
1,213 $186,000
Q1 2022

May 20, 2022
BUY
$172.02 - $194.71 $257,169 - $291,091
1,495 New
1,495 $273,000

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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