1 North Wealth Services LLC Invesco Exchange Traded Fd Tr Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$47.9 - $53.39 $2,969 - $3,310	-62 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$137.04 - $154.13 $8,496 - $9,556	62 New	62 $9,000

Others Institutions Holding RFG

# of Institutions

111

Shares Held

2.55M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

379K
Shares

$18.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

308K
Shares

$15.2 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$10 Million
1.6% of portfolio
Twelve Points Wealth Management LLC

194K
Shares

$9.56 Million
2.78% of portfolio
Coldstream Capital Management Inc

111K
Shares

$5.49 Million
0.12% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
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