Berry Wealth Group, LP Invesco Exchange Traded Fd Tr Transaction History

Berry Wealth Group, LP

$128 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$40.14 - $50.7 $170,595 - $215,475	4,250 New	4,250 $215 Million

Others Institutions Holding RFG

# of Institutions

112

Shares Held

2.11M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

300K
Shares

$14.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

202K
Shares

$9.99 Million
0.0% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

186K
Shares

$9.23 Million
1.41% of portfolio
Coldstream Capital Management Inc

88.5K
Shares

$4.38 Million
0.08% of portfolio
Twelve Points Wealth Management LLC

70.3K
Shares

$3.48 Million
0.94% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
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