Wetzel Investment Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Wetzel Investment Advisors, Inc.

$194 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	BUY	$36.89 - $41.85 $33,016 - $37,455	895 New	895 $37,000

Others Institutions Holding RFG

# of Institutions

112

Shares Held

2.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

372K
Shares

$19 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

307K
Shares

$15.7 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$10.4 Million
1.65% of portfolio
Twelve Points Wealth Management LLC

195K
Shares

$10 Million
3.13% of portfolio
Coldstream Capital Management Inc

120K
Shares

$6.17 Million
0.14% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
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