Corient Private Wealth LLC
Position in PRFZ — Invesco RAFI US 1500 Small-Mid ETF
CIK 1948780
MIAMI, FL
All Filings in PRFZ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 PRFZ | $740,514 | 13,278 | Shares | Sole | 2026-08-27 | |
| 2025-06-30 PRFZ | $838,371 | 20,614 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 PRFZ | $769,996 | 20,338 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 PRFZ | $745,235 | 17,910 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 PRFZ | $740,337 | 17,818 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 PRFZ | $577,248 | 15,135 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 PRFZ | $785,442 | 19,996 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 PRFZ | $802,136 | 21,396 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 PRFZ | $480,004 | 14,550 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 PRFZ | $146,570 | 4,265 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 PRFZ | $763,866 | 23,215 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PRFZ | $702,073 | 22,160 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||