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

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

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 11,969 shares of PRFZ stock, worth $511,555. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,969
Previous 11,771 1.68%
Holding current value
$511,555
Previous $489,000 1.84%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
292
Shares Held
43M
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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