Vertex Planning Partners, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 7,161 shares of PRFZ stock, worth $317,805. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,161
Previous 7,371 2.85%
Holding current value
$317,805
Previous $300 Million 8.51%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
$40.68 - $46.33 $8,542 - $9,729
-210 Reduced 2.85%
7,161 $325 Million
Q2 2025

Aug 13, 2025
SELL
$33.13 - $40.67 $8,050 - $9,882
-243 Reduced 3.19%
7,371 $300 Million
Q1 2025

May 14, 2025
SELL
$37.35 - $43.35 $3,025 - $3,511
-81 Reduced 1.05%
7,614 $288 Million
Q4 2024

Feb 12, 2025
BUY
$40.82 - $45.39 $71,394 - $79,387
1,749 Added 29.41%
7,695 $320 Million
Q3 2024

Nov 07, 2024
BUY
$37.68 - $42.0 $414 - $462
11 Added 0.19%
5,946 $247 Million
Q2 2024

Aug 13, 2024
SELL
$36.18 - $39.61 $24,855 - $27,212
-687 Reduced 10.37%
5,935 $226 Million
Q1 2024

May 13, 2024
BUY
$35.39 - $39.28 $318 - $353
9 Added 0.14%
6,622 $260 Million
Q4 2023

Feb 14, 2024
BUY
$30.38 - $38.15 $425 - $534
14 Added 0.21%
6,613 $248 Million
Q3 2023

Nov 14, 2023
BUY
$32.42 - $178.83 $171,274 - $944,758
5,283 Added 401.44%
6,599 $218 Million
Q2 2023

Aug 14, 2023
BUY
$154.7 - $172.29 $618 - $689
4 Added 0.3%
1,316 $226 Million
Q1 2023

May 16, 2023
SELL
$156.56 - $179.35 $170,806 - $195,670
-1,091 Reduced 45.4%
1,312 $216 Million
Q4 2022

Feb 06, 2023
BUY
$29.73 - $170.26 $71,441 - $409,134
2,403 New
2,403 $381 Million

Others Institutions Holding PRFZ

# of Institutions
326
Shares Held
23.4M
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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