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

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024

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 7,695 shares of PRFZ stock, worth $294,333. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,695
Previous 5,946 29.41%
Holding current value
$294,333
Previous $247 Million 29.59%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
298
Shares Held
43.5M
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
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More about PRFZ
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