Plante Moran Financial Advisors, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 321 shares of PXF stock, worth $16,518. This represents 0.0% of its overall portfolio holdings.

Number of Shares

321

Previous 235 36.6%

Holding current value

$16,518

Previous $12,000 25.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$47.66 - $51.84 $4,098 - $4,458	86 Added 36.6%	321 $15,000
Q2 2024 Aug 12, 2024	SELL	$47.68 - $51.13 $4,911 - $5,266	-103 Reduced 30.47%	235 $11,000
Q1 2024 May 09, 2024	BUY	$45.74 - $49.71 $15,460 - $16,801	338 New	338 $16,000
Q2 2022 Aug 02, 2022	SELL	$39.56 - $46.56 $20,808 - $24,490	-526 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$42.52 - $49.42 $16,285 - $18,927	383 Added 267.83%	526 $24,000
Q1 2021 May 13, 2021	BUY	$42.51 - $47.01 $6,078 - $6,722	143 New	143 $7,000
Q1 2020 May 07, 2020	SELL	$26.31 - $42.87 $191,720 - $312,393	-7,287 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$37.34 - $41.18 $272,096 - $300,078	7,287 New	7,287 $288,000

Others Institutions Holding PXF

# of Institutions

204

Shares Held

28.8M

Call Options Held

Put Options Held

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About INVESCO IFTSE RAFI DEV MKTS EX

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Plante Moran Financial Advisors, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History