Western Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Western Wealth Management, LLC

  • $1.8 Billion
  • Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Western Wealth Management, LLC holds 12,255 shares of PRFZ stock, worth $543,876. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,255
Previous 12,250 0.04%
Holding current value
$543,876
Previous $498,000 11.65%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$40.68 - $46.33 $203 - $231
5 Added 0.04%
12,255 $556,000
Q2 2025

Aug 08, 2025
SELL
$33.13 - $40.67 $22,660 - $27,818
-684 Reduced 5.29%
12,250 $498,000
Q1 2025

Apr 23, 2025
SELL
$37.35 - $43.35 $6,685 - $7,759
-179 Reduced 1.37%
12,934 $489,000
Q4 2024

Apr 15, 2025
BUY
$40.82 - $45.39 $535,272 - $595,199
13,113 New
13,113 $545,000
Q3 2024

Nov 12, 2024
BUY
$37.68 - $42.0 $188 - $210
5 Added 0.04%
13,399 $556,000
Q2 2024

Jul 19, 2024
BUY
$36.18 - $39.61 $24,204 - $26,499
669 Added 5.26%
13,394 $510,000
Q1 2024

May 02, 2024
SELL
$35.39 - $39.28 $20,101 - $22,311
-568 Reduced 4.27%
12,725 $499,000
Q4 2023

Jan 31, 2024
SELL
$30.38 - $38.15 $4,101 - $5,150
-135 Reduced 1.01%
13,293 $498,000
Q3 2023

Nov 07, 2023
BUY
$32.42 - $178.83 $352,275 - $1.94 Million
10,866 Added 424.12%
13,428 $442,000
Q2 2023

Aug 30, 2023
BUY
$154.7 - $172.29 $309 - $344
2 Added 0.08%
2,562 $440,000
Q1 2023

Aug 30, 2023
BUY
$156.56 - $179.35 $4,070 - $4,663
26 Added 1.03%
2,560 $421,000
Q4 2022

Feb 02, 2023
BUY
$29.73 - $170.26 $9,989 - $57,207
336 Added 15.29%
2,534 $401,000
Q3 2022

Nov 04, 2022
BUY
$29.14 - $177.75 $64,049 - $390,694
2,198 New
2,198 $319,000

Others Institutions Holding PRFZ

# of Institutions
326
Shares Held
23.4M
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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email