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 $7,063. This represents 0.0% of its overall portfolio holdings.
Number of Shares
165
Previous 410
59.76%
Holding current value
$7,063
Previous $15.6 Million
56.16%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding PRFZ
# of Institutions
288Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$862 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$109 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$58.9 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$54.7 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.3 Million0.02% of portfolio