Plante Moran Financial Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,169 shares of PRFZ stock, worth $45,462. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,169

Previous 1,353 13.6%

Holding current value

$45,462

Previous $56,000 14.29%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$40.82 - $45.39 $7,510 - $8,351	-184 Reduced 13.6%	1,169 $48,000
Q1 2024 May 09, 2024	BUY	$35.39 - $39.28 $47,847 - $53,106	1,352 Added 135200.0%	1,353 $53,000
Q4 2023 Feb 05, 2024	BUY	$30.38 - $38.15 $30 - $38	1 New	1 $0
Q1 2023 May 08, 2023	BUY	$156.56 - $179.35 $11,115 - $12,733	71 New	71 $11,000
Q3 2022 Nov 02, 2022	BUY	$29.14 - $177.75 $8,188 - $49,947	281 New	281 $41,000
Q1 2022 May 06, 2022	SELL	$172.02 - $194.71 $6,880 - $7,788	-40 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$149.19 - $186.18 $5,967 - $7,447	40 New	40 $7,000
Q1 2020 May 07, 2020	SELL	$79.31 - $138.92 $160,285 - $280,757	-2,021 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$123.01 - $137.55 $248,603 - $277,988	2,021 New	2,021 $276,000

Others Institutions Holding PRFZ

# of Institutions

298

Shares Held

42.8M

Call Options Held

Put Options Held

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About INVESCO FTSE RAFI US 1500 SMAL

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Plante Moran Financial Advisors, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History