Wcg Wealth Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2025

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 227,864 shares of PRFZ stock, worth $10.1 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

227,864

Previous 254,551 10.48%

Holding current value

$10.1 Million

Previous $10.4 Million 0.03%

% of portfolio

0.7%

Previous 0.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$40.68 - $46.33 $1.09 Million - $1.24 Million	-26,687 Reduced 10.48%	227,864 $10.3 Million
Q2 2025 Aug 13, 2025	BUY	$33.13 - $40.67 $3.12 Million - $3.83 Million	94,200 Added 58.75%	254,551 $10.4 Million
Q1 2025 May 14, 2025	SELL	$37.35 - $43.35 $1.03 Million - $1.2 Million	-27,594 Reduced 14.68%	160,351 $6.07 Million
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

# of Institutions

327

Shares Held

23.4M

Call Options Held

Put Options Held

View Full List

About INVESCO FTSE RAFI US 1500 SMAL

Ticker PRFZ
Sector ETFs
Industry ETFs

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Wcg Wealth Advisors LLC Invesco Ftse Rafi Us 1500 Smal Transaction History