Sequoia Financial Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 15,449 shares of PRFZ stock, worth $660,290. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,449
Previous 10,925 41.41%
Holding current value
$660,290
Previous $453,000 41.72%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$40.82 - $45.39 $184,669 - $205,344
4,524 Added 41.41%
15,449 $642,000
Q3 2024

Oct 21, 2024
BUY
$37.68 - $42.0 $13,564 - $15,120
360 Added 3.41%
10,925 $453,000
Q2 2024

Jul 15, 2024
BUY
$36.18 - $39.61 $40,521 - $44,363
1,120 Added 11.86%
10,565 $402,000
Q1 2024

Apr 30, 2024
BUY
$35.39 - $39.28 $7,750 - $8,602
219 Added 2.37%
9,445 $370,000
Q4 2023

Jan 25, 2024
BUY
$30.38 - $38.15 $280,285 - $351,971
9,226 New
9,226 $345,000

Others Institutions Holding PRFZ

# of Institutions
293
Shares Held
42.9M
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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