Cape Investment Advisory, Inc. LISTED FDS TR Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Number of Shares
4,102
Previous 3,115 31.69%
Holding current value
$125 Million
Previous $94.9 Million 31.55%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
N/A
987 Added 31.69%
4,102 $125 Million
Q1 2025

May 16, 2025
BUY
N/A
388 Added 14.23%
3,115 $94.9 Million
Q4 2024

Feb 05, 2025
BUY
N/A
325 Added 13.53%
2,727 $81.4 Million
Q3 2024

Nov 14, 2024
BUY
N/A
1,603 Added 200.63%
2,402 $69.6 Million
Q2 2024

Aug 14, 2024
BUY
N/A
373 Added 87.56%
799 $22.7 Million
Q1 2024

Jun 21, 2024
BUY
N/A
426 New
426 $12 Million
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