Balboa Wealth Partners Invesco Exchange Traded Fd Tr Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$88.36 - $109.34 $738,071 - $913,317	8,353 New	8,353 $787,000

Others Institutions Holding RFV

# of Institutions

83

Shares Held

954K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

143K
Shares

$18.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

98.8K
Shares

$12.7 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

70.3K
Shares

$9.05 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

64.4K
Shares

$8.3 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

60.9K
Shares

$7.85 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFV
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