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 2025-06-30, Johnson & White Wealth Management, LLC held 231,883.00 shares of Invesco RAFI US 1500 Small-Mid ETF(PRFZ), totaling $9.43 Mil. This investment constitutes 4.75% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 0.4% 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 9 purchases of PRFZ, at an average price of $35.39, for a total of 232,177.00 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 $41.88, Johnson & White Wealth Management, LLC's estimated gain on his PRFZ holdings is $1.50 Mil, reflecting a 18.31% gain to date.
Johnson & White Wealth Management, LLC PRFZ ($41.88) Holding Chart
Johnson & White Wealth Management, LLC 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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