Cape Investment Advisory, Inc. INVESTMENT MANAGERS SER TR I Transaction History

Cape Investment Advisory, Inc.

  • $251 Billion
  • Q1 2025
Number of Shares
237
Previous 410 42.2%
Holding current value
$15.5 Million
Previous $29.7 Million 47.69%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
SELL
N/A
-173 Reduced 42.2%
237 $15.5 Million
Q4 2024

Feb 05, 2025
BUY
N/A
410 New
410 $29.7 Million
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