Mascoma Wealth Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Mascoma Wealth Management LLC

  • $400 Million
  • Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 6,800 shares of PRFZ stock, worth $291,924. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,800
Previous 6,800 -0.0%
Holding current value
$291,924
Previous $259,000 8.88%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
SELL
$30.38 - $38.15 $166,330 - $208,871
-5,475 Reduced 44.6%
6,800 $254,000
Q2 2023

Aug 09, 2023
BUY
$154.7 - $172.29 $1.52 Million - $1.69 Million
9,820 Added 400.0%
12,275 $2.11 Million
Q2 2019

Jul 29, 2019
BUY
$119.99 - $133.64 $294,575 - $328,086
2,455 New
2,455 $313,000

Others Institutions Holding PRFZ

# of Institutions
290
Shares Held
42.2M
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
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email