Linscomb Wealth, Inc. PRF Holdings History
Linscomb Wealth, Inc.'s Invesco RAFI US 1000 ETF Holding Summary
As of 2025-03-31, Linscomb Wealth, Inc. held 2.07 Mil shares of Invesco RAFI US 1000 ETF(PRF), totaling $83.70 Mil. This investment constitutes 4.17% of their stock portfolio, and Linscomb Wealth, Inc. now holds 1.1% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.
The initial trade took place in 2020Q4. And since then Linscomb Wealth, Inc. has made 13 purchases of PRF, at an average price of $29.75, for a total of 2.42 Mil shares. In addition, there have been 5 sales at an average price of $32.80 for 346,879.00 shares. Based on historical transaction data and PRF's current price of $42.66, Linscomb Wealth, Inc.'s estimated gain on his PRF holdings is $27.79 Mil, reflecting a 38.63% gain to date.
Linscomb Wealth, Inc. PRF ($42.66) Holding Chart
Linscomb Wealth, Inc. 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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