Johnson & White Wealth Management, LLC PRF Holdings History
Johnson & White Wealth Management, LLC's Invesco RAFI US 1000 ETF Holding Summary
As of 2025-06-30, Johnson & White Wealth Management, LLC held 119,189.00 shares of Invesco RAFI US 1000 ETF(PRF), totaling $5.04 Mil. This investment constitutes 2.54% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 0.06% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.
The initial trade took place in 2022Q4. And since then Johnson & White Wealth Management, LLC has made 9 purchases of PRF, at an average price of $33.65, for a total of 119,212.00 shares. In addition, there have been 2 sales at an average price of $33.00 for 23.00 shares. Based on historical transaction data and PRF's current price of $42.66, Johnson & White Wealth Management, LLC's estimated gain on his PRF holdings is $1.07 Mil, reflecting a 26.78% gain to date.
Johnson & White Wealth Management, LLC PRF ($42.66) Holding Chart
Johnson & White Wealth Management, 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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