Evoke Wealth, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Evoke Wealth, LLC holds 5,960 shares of PRFZ stock, worth $257,829. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,960

Holding current value

$257,829

% of portfolio

0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$37.68 - $42.0 $224,572 - $250,320	5,960 New	5,960 $248 Million
Q1 2020 May 07, 2020	BUY	$79.31 - $138.92 $3,331 - $5,834	42 New	42 $3.76 Million
Q4 2019 Feb 07, 2020	SELL	$123.01 - $137.55 $5,166 - $5,777	-42 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$119.31 - $131.19 $5,011 - $5,509	42 New	42 $5.33 Million

Others Institutions Holding PRFZ

# of Institutions

290

Shares Held

42.2M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$871 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$111 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$59.5 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$55.3 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$52.9 Million
0.02% of portfolio

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

More about PRFZ

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