DWM Financial Group, Inc. PRFZ Holdings History
DWM Financial Group, Inc.'s Invesco RAFI US 1500 Small-Mid ETF Holding Summary
As of 2020-12-31, DWM Financial Group, Inc. held 322,520.00 shares of Invesco RAFI US 1500 Small-Mid ETF(PRFZ), totaling $9.74 Mil. This investment constitutes 16.6% of their stock portfolio, and DWM Financial Group, Inc. now holds 0.6% of the outstanding Invesco RAFI US 1500 Small-Mid ETF(PRFZ) stock.
The initial trade took place in 2020Q2. And since then DWM Financial Group, Inc. has made 2 purchases of PRFZ, at an average price of $20.61, for a total of 322,710.00 shares. In addition, there have been 1 sales at an average price of $23.66 for 190.00 shares. Based on historical transaction data and PRFZ's current price of $41.88, DWM Financial Group, Inc.'s estimated gain on his PRFZ holdings is $6.86 Mil, reflecting a 103.12% gain to date.
DWM Financial Group, Inc. PRFZ ($41.88) Holding Chart
DWM Financial Group, Inc. PRFZ ($41.88) 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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