Stonebridge Financial Group, LLC PRFZ Holdings History
Stonebridge Financial Group, LLC's Invesco RAFI US 1500 Small-Mid ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Group, LLC held 670,623.00 shares of Invesco RAFI US 1500 Small-Mid ETF(PRFZ), totaling $25.39 Mil. This investment constitutes 2.7% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 1.04% of the outstanding Invesco RAFI US 1500 Small-Mid ETF(PRFZ) stock.
The initial trade took place in 2024Q4. And since then Stonebridge Financial Group, LLC has made 1 purchases of PRFZ, at an average price of $42.72, for a total of 670,623.00 shares. Based on historical transaction data and PRFZ's current price of $41.88, Stonebridge Financial Group, LLC's estimated gain on his PRFZ holdings is $-564,989.13, reflecting a -1.97% gain to date.
Stonebridge Financial Group, LLC PRFZ ($41.88) Holding Chart
Stonebridge Financial Group, 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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