Cape Investment Advisory, Inc. Invesco Ftse Rafi Us 1500 Smal Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 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 $3,388. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75
Previous 75
-0.0%
Holding current value
$3,388
Previous $2.84 Million
7.39%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding PRFZ
# of Institutions
322Shares Held
23MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.5MShares$113 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.19MShares$53.7 Million0.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$52.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$49.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.03MShares$46.7 Million0.02% of portfolio