Heritage Wealth Advisors Invesco Ftse Rafi Us 1500 Smal Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Heritage Wealth Advisors holds 160 shares of PRFZ stock, worth $7,100. This represents 0.0% of its overall portfolio holdings.

Number of Shares
160
Previous 160 -0.0%
Holding current value
$7,100
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$36.18 - $39.61 $57,164 - $62,583
-1,580 Reduced 90.8%
160 $6,000
Q1 2024

May 08, 2024
BUY
$35.39 - $39.28 $55,916 - $62,062
1,580 Added 987.5%
1,740 $68,000
Q4 2023

Feb 09, 2024
BUY
$30.38 - $38.15 $4,860 - $6,104
160 New
160 $5,000

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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