Cape Investment Advisory, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 165 shares of PRFZ stock, worth $6,938. This represents 0.0% of its overall portfolio holdings.
Number of Shares
165
Previous 410
59.76%
Holding current value
$6,938
Previous $15.6 Million
56.16%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$847 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$107 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$57.9 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$53.7 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$51.4 Million0.02% of portfolio