Wetherby Asset Management Inc Invesco Ftse Rafi Us 1500 Smal Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,698 shares of PRFZ stock, worth $341,637. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,698
Previous 7,698 -0.0%
Holding current value
$341,637
Previous $313,000 11.5%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$35.39 - $39.28 $4,600 - $5,106
-130 Reduced 1.66%
7,698 $302,000
Q4 2023

Feb 14, 2024
BUY
$30.38 - $38.15 $237,814 - $298,638
7,828 New
7,828 $293,000

Others Institutions Holding PRFZ

# of Institutions
325
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 Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc 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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email