Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. PRF Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s Invesco RAFI US 1000 ETF Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 1.01 Mil shares of Invesco RAFI US 1000 ETF(PRF), totaling $40.83 Mil. This investment constitutes 6.23% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.53% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 12 purchases of PRF, at an average price of $23.85, for a total of 3.14 Mil shares. In addition, there have been 17 sales at an average price of $28.92 for 2.13 Mil shares. Based on historical transaction data and PRF's current price of $42.82, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his PRF holdings is $29.95 Mil, reflecting a 39.99% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. PRF ($42.82) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. PRF ($42.82) 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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