Boulder Wealth Advisors, LLC PRF Holdings History
Number of Shares
534,386.00
Current Holdings Value*
$21.59 Mil
% of Portfolio
12.57%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
12.30%
Boulder Wealth Advisors, LLC's Invesco RAFI US 1000 ETF Holding Summary
As of 2025-03-31, Boulder Wealth Advisors, LLC held 534,386.00 shares of Invesco RAFI US 1000 ETF(PRF), totaling $21.59 Mil. This investment constitutes 12.57% of their stock portfolio, and Boulder Wealth Advisors, LLC now holds 0.28% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.
The initial trade took place in 2024Q1. And since then Boulder Wealth Advisors, LLC has made 5 purchases of PRF, at an average price of $37.99, for a total of 534,386.00 shares. Based on historical transaction data and PRF's current price of $42.66, Boulder Wealth Advisors, LLC's estimated gain on his PRF holdings is $2.50 Mil, reflecting a 12.30% gain to date.
Boulder Wealth Advisors, LLC PRF ($42.66) Holding Chart
Boulder Wealth Advisors, LLC PRF ($42.66) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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