Wealth Shield Partners, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Wealth Shield Partners, LLC

$839 Million
Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 10,490 shares of PRFZ stock, worth $465,546. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,490

Previous 11,083 5.35%

Holding current value

$465,546

Previous $450,000 5.78%

% of portfolio

0.06%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$40.68 - $46.33 $24,123 - $27,473	-593 Reduced 5.35%	10,490 $476,000
Q2 2025 Aug 08, 2025	SELL	$33.13 - $40.67 $18,983 - $23,303	-573 Reduced 4.92%	11,083 $450,000
Q1 2025 May 09, 2025	SELL	$37.35 - $43.35 $11,690 - $13,568	-313 Reduced 2.62%	11,656 $441,000
Q4 2024 Feb 04, 2025	BUY	$40.82 - $45.39 $8,082 - $8,987	198 Added 1.68%	11,969 $498,000
Q3 2024 Nov 04, 2024	BUY	$37.68 - $42.0 $8,817 - $9,828	234 Added 2.03%	11,771 $489,000

Q2 2024 Jul 26, 2024	SELL	$36.18 - $39.61 $832 - $911	-23 Reduced 0.2%	11,537 $440,000
Q1 2024 Apr 29, 2024	BUY	$35.39 - $39.28 $1,769 - $1,964	50 Added 0.43%	11,560 $454,000
Q4 2023 Jan 23, 2024	BUY	$30.38 - $38.15 $8,354 - $10,491	275 Added 2.45%	11,510 $431,000
Q3 2023 Oct 25, 2023	BUY	$32.42 - $178.83 $289,607 - $1.6 Million	8,933 Added 388.05%	11,235 $370,000
Q2 2023 Aug 03, 2023	BUY	$154.7 - $172.29 $10,674 - $11,888	69 Added 3.09%	2,302 $395,000
Q1 2023 May 08, 2023	SELL	$156.56 - $179.35 $24,736 - $28,337	-158 Reduced 6.61%	2,233 $367,000
Q4 2022 Feb 13, 2023	SELL	$29.73 - $170.26 $2,437 - $13,961	-82 Reduced 3.32%	2,391 $378,000
Q3 2022 Nov 04, 2022	SELL	$29.14 - $177.75 $4,749 - $28,973	-163 Reduced 6.18%	2,473 $360,000
Q2 2022 Aug 11, 2022	SELL	$149.12 - $184.64 $14,912 - $18,464	-100 Reduced 3.65%	2,636 $404,000
Q1 2022 May 09, 2022	BUY	$172.02 - $194.71 $470,646 - $532,726	2,736 New	2,736 $500,000

Others Institutions Holding PRFZ

# of Institutions

326

Shares Held

23.4M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

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Wealth Shield Partners, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History