Number of Shares
620,416.00
Current Holdings Value*
$25.07 Mil
% of Portfolio
1.68%
Total Estimate Gain
$6.03 Mil
% of Total Estimate Gain
29.05%

ROTHSCHILD INVESTMENT LLC's Invesco RAFI US 1000 ETF Holding Summary

As of 2025-03-31, ROTHSCHILD INVESTMENT LLC held 620,416.00 shares of Invesco RAFI US 1000 ETF(PRF), totaling $25.07 Mil. This investment constitutes 1.68% of their stock portfolio, and ROTHSCHILD INVESTMENT LLC now holds 0.33% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.

The initial trade took place in 2023Q4. And since then ROTHSCHILD INVESTMENT LLC has made 4 purchases of PRF, at an average price of $33.31, for a total of 622,731.00 shares. In addition, there have been 1 sales at an average price of $37.71 for 2,315.00 shares. Based on historical transaction data and PRF's current price of $43.01, ROTHSCHILD INVESTMENT LLC's estimated gain on his PRF holdings is $6.03 Mil, reflecting a 29.05% gain to date.

ROTHSCHILD INVESTMENT LLC PRF ($43.01) Holding Chart

ROTHSCHILD INVESTMENT LLC PRF ($43.01) 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 %

Top Ranked Articles

  • 1