Cape Investment Advisory, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025

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 75 shares of PRFZ stock, worth $3,328. This represents 0.0% of its overall portfolio holdings.

Number of Shares
75
Previous 75 -0.0%
Holding current value
$3,328
Previous $3.05 Million 11.7%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
SELL
$37.35 - $43.35 $3,361 - $3,901
-90 Reduced 54.55%
75 $2.84 Million
Q3 2024

Nov 14, 2024
SELL
$37.68 - $42.0 $9,231 - $10,290
-245 Reduced 59.76%
165 $6.86 Million
Q2 2024

Aug 14, 2024
SELL
$36.18 - $39.61 $1,628 - $1,782
-45 Reduced 9.89%
410 $15.6 Million
Q3 2023

Nov 06, 2023
BUY
$32.42 - $178.83 $11,995 - $66,167
370 Added 435.29%
455 $15 Million
Q2 2023

Oct 12, 2023
BUY
$154.7 - $172.29 $3,712 - $4,134
24 Added 39.34%
85 $14.6 Million
Q1 2023

Oct 12, 2023
BUY
$156.56 - $179.35 $9,550 - $10,940
61 New
61 $10 Million

Others Institutions Holding PRFZ

# of Institutions
326
Shares Held
23.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO FTSE RAFI US 1500 SMAL

PRFZ Quotes by TradingView
  • Ticker PRFZ
  • Sector ETFs
  • Industry ETFs
More about PRFZ
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