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PRFZPRFZ
Showing 8 of 25 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in INV RAFI US 1500 SM-USD INC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 422,426 shares of PRFZ (INV RAFI US 1500 SM-USD INC), worth $23.1M as of 2026-Q2. The position was increased (+2.5% shares). PRFZ represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$23.1M

Current Shares

422,426

Total Value Change

-$30M

Total Shares Change

-855,434

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
422,426
+2.5%
$23.1M0.0%$55.77
29
2026-Q1
Decreased
412,078
-28.8%
$19.2M0.0%$48.10
0
2025-Q4
Increased
579,102
+18.3%
$27.5M0.0%$46.32
34
2025-Q3
Increased
489,691
+3.9%
$22.2M0.0%$45.33
30
2025-Q2
Decreased
471,556
-10.2%
$19.8M0.0%$40.46
0
2025-Q1
Decreased
525,359
-1.9%
$19.9M0.0%$37.65
0
2024-Q4
Decreased
535,494
-58.1%
$22.3M0.0%$41.24
0
2024-Q3
Increased
1.3M
+5.9%
$53.1M0.1%$40.86
37

Other major holders of PRFZ: Steward Partners Investment Advisory, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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