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PRFZ icon

WealthPLAN Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

WealthPLAN Partners’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-620
Closed -$12 – 1053
2016
Q2 		$12 Buy
+620
New +$11.9K ﹤0.01% 2517

Other funds holding PRFZ

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HT
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CSIA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return