Spire Wealth Management Invesco Ftse Rafi Us 1500 Smal Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Spire Wealth Management holds 8,644 shares of PRFZ stock, worth $349,909. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,644

Previous 8,241 4.89%

Holding current value

$349,909

Previous $342,000 4.97%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$40.82 - $45.39 $16,450 - $18,292	403 Added 4.89%	8,644 $359,000
Q3 2024 Oct 15, 2024	SELL	$37.68 - $42.0 $23,022 - $25,662	-611 Reduced 6.9%	8,241 $342,000
Q2 2024 Jul 31, 2024	BUY	$36.18 - $39.61 $723 - $792	20 Added 0.23%	8,852 $337,000
Q1 2024 Apr 24, 2024	BUY	$35.39 - $39.28 $353 - $392	10 Added 0.11%	8,832 $346,000
Q4 2023 Feb 06, 2024	SELL	$30.38 - $38.15 $38,157 - $47,916	-1,256 Reduced 12.46%	8,822 $330,000
Q3 2023 Nov 08, 2023	BUY	$32.42 - $178.83 $258,873 - $1.43 Million	7,985 Added 381.51%	10,078 $332,000
Q2 2023 Aug 09, 2023	SELL	$154.7 - $172.29 $309 - $344	-2 Reduced 0.1%	2,093 $359,000
Q1 2023 May 09, 2023	BUY	$156.56 - $179.35 $178,634 - $204,638	1,141 Added 119.6%	2,095 $344,000
Q4 2022 Feb 03, 2023	BUY	$29.73 - $170.26 $89 - $510	3 Added 0.32%	954 $151,000
Q3 2022 Nov 07, 2022	SELL	$29.14 - $177.75 $33,744 - $205,834	-1,158 Reduced 54.91%	951 $139,000
Q2 2022 Jul 22, 2022	SELL	$149.12 - $184.64 $77,244 - $95,643	-518 Reduced 19.72%	2,109 $323,000
Q1 2022 Apr 18, 2022	BUY	$172.02 - $194.71 $516 - $584	3 Added 0.11%	2,627 $480,000
Q4 2021 Jan 14, 2022	SELL	$181.11 - $201.01 $12,858 - $14,271	-71 Reduced 2.63%	2,624 $503,000
Q3 2021 Oct 22, 2021	BUY	$172.95 - $188.37 $345 - $376	2 Added 0.07%	2,695 $492,000
Q2 2021 Jul 26, 2021	SELL	$174.76 - $191.37 $4,194 - $4,592	-24 Reduced 0.88%	2,693 $503,000
Q1 2021 May 21, 2021	BUY	$149.19 - $186.18 $405,349 - $505,851	2,717 New	2,717 $479,000

Others Institutions Holding PRFZ

# of Institutions

298

Shares Held

43.5M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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Spire Wealth Management Invesco Ftse Rafi Us 1500 Smal Transaction History