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

Sightline Wealth Advisors, LLC

  • $185 Million
  • Q4 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 5,774 shares of PRFZ stock, worth $248,743. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,774
Previous 5,742 0.56%
Holding current value
$248,743
Previous $238,000 0.84%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 13, 2025
BUY
$40.82 - $45.39 $1,306 - $1,452
32 Added 0.56%
5,774 $240,000
Q3 2024

Oct 21, 2024
BUY
$37.68 - $42.0 $678 - $756
18 Added 0.31%
5,742 $238,000
Q2 2024

Aug 02, 2024
BUY
$36.18 - $39.61 $832 - $911
23 Added 0.4%
5,724 $218,000
Q1 2024

Apr 24, 2024
BUY
$35.39 - $39.28 $460 - $510
13 Added 0.23%
5,701 $223,000
Q4 2023

Jan 23, 2024
BUY
$30.38 - $38.15 $172,801 - $216,997
5,688 New
5,688 $213,000
Q2 2022

Jul 15, 2022
SELL
$149.12 - $184.64 $165,374 - $204,765
-1,109 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$172.02 - $194.71 $516 - $584
3 Added 0.27%
1,109 $202,000
Q4 2021

Jan 26, 2022
BUY
$181.11 - $201.01 $362 - $402
2 Added 0.18%
1,106 $214,000
Q3 2021

Oct 25, 2021
BUY
$172.95 - $188.37 $172 - $188
1 Added 0.09%
1,104 $202,000
Q2 2021

Jul 22, 2021
BUY
$174.76 - $191.37 $192,760 - $211,081
1,103 New
1,103 $206,000

Others Institutions Holding PRFZ

# of Institutions
288
Shares Held
41.5M
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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