A detailed history of Wcg Wealth Advisors LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 187,945 shares of PRFZ stock, worth $7.7 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
187,945
Previous 190,097 1.13%
Holding current value
$7.7 Million
Previous $7.9 Million 1.0%
% of portfolio
0.55%
Previous 0.53%

Shares

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

Feb 18, 2025

SELL
$40.82 - $45.39 $87,844 - $97,679
-2,152 Reduced 1.13%
187,945 $7.82 Million
Q3 2024

Nov 13, 2024

SELL
$37.68 - $42.0 $414,216 - $461,706
-10,993 Reduced 5.47%
190,097 $7.9 Million
Q2 2024

Aug 12, 2024

BUY
$36.18 - $39.61 $7.28 Million - $7.97 Million
201,090 New
201,090 $7.67 Million

Others Institutions Holding PRFZ

About INVESCO FTSE RAFI US 1500 SMAL


  • Ticker PRFZ
  • Sector ETFs
  • Industry ETFs
More about PRFZ
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.