Bartlett & Co. Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 14 shares of RFV stock, worth $1,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14
Previous 14 -0.0%
Holding current value
$1,772
Previous $1.56 Million 6.01%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$109.45 - $118.37 $4,159 - $4,498
-38 Reduced 73.08%
14 $1.56 Million
Q4 2023

Feb 14, 2024
BUY
$91.1 - $117.45 $4,555 - $5,872
50 Added 2500.0%
52 $6.11 Million
Q3 2023

Feb 14, 2024
BUY
$96.02 - $109.04 $192 - $218
2 New
2 $197,000

Others Institutions Holding RFV

# of Institutions
79
Shares Held
1.07M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

RFV Quotes by TradingView
  • Ticker RFV
  • Sector ETFs
  • Industry ETFs
More about RFV
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email