Strategic Wealth Partners, Ltd. Invesco Ftse Rafi Us 1500 Smal Transaction History

Strategic Wealth Partners, Ltd.

$1.19 Billion
Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 320 shares of PRFZ stock, worth $14,201. This represents 0.0% of its overall portfolio holdings.

Number of Shares

320

Previous 320 -0.0%

Holding current value

$14,201

Previous $13,000 7.69%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$33.13 - $40.67 $10,601 - $13,014	320 New	320 $13,000
Q4 2019 Jan 30, 2020	SELL	$123.01 - $137.55 $830,440 - $928,600	-6,751 Closed	0 $0
Q3 2019 Oct 28, 2019	SELL	$119.31 - $131.19 $117,758 - $129,484	-987 Reduced 12.76%	6,751 $841,000
Q2 2019 Aug 06, 2019	SELL	$119.99 - $133.64 $376,408 - $419,228	-3,137 Reduced 28.85%	7,738 $988,000
Q1 2019 May 14, 2019	SELL	$112.86 - $133.3 $223,011 - $263,400	-1,976 Reduced 15.38%	10,875 $1.41 Million

Q4 2018 Jan 24, 2019	SELL	$107.24 - $140.77 $37,641 - $49,410	-351 Reduced 2.66%	12,851 $1.46 Million
Q3 2018 Dec 06, 2018	SELL	$139.56 - $146.04 $17,305 - $18,108	-124 Reduced 0.93%	13,202 $1.88 Million
Q2 2018 Sep 04, 2018	BUY	$125.73 - $143.08 $1.68 Million - $1.91 Million	13,326 New	13,326 $1.85 Million

Others Institutions Holding PRFZ

# of Institutions

325

Shares Held

23.4M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
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Strategic Wealth Partners, Ltd. Invesco Ftse Rafi Us 1500 Smal Transaction History