Johnson & White Wealth Management, LLC PRFZ Holdings History
Johnson & White Wealth Management, LLC's Invesco RAFI US 1500 Small-Mid ETF Holding Summary
As of 2025-03-31, Johnson & White Wealth Management, LLC held 229,594.00 shares of Invesco RAFI US 1500 Small-Mid ETF(PRFZ), totaling $8.69 Mil. This investment constitutes 4.88% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 0.36% of the outstanding Invesco RAFI US 1500 Small-Mid ETF(PRFZ) stock.
The initial trade took place in 2022Q4. And since then Johnson & White Wealth Management, LLC has made 8 purchases of PRFZ, at an average price of $35.36, for a total of 229,888.00 shares. In addition, there have been 2 sales at an average price of $34.80 for 294.00 shares. Based on historical transaction data and PRFZ's current price of $41.23, Johnson & White Wealth Management, LLC's estimated gain on his PRFZ holdings is $1.35 Mil, reflecting a 16.57% gain to date.
Johnson & White Wealth Management, LLC PRFZ ($41.23) Holding Chart
Johnson & White Wealth Management, LLC PRFZ ($41.23) 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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