9258 Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,970 shares of RFV stock, worth $366,201. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,970
Previous 2,838
4.65%
Holding current value
$366,201
Previous $317,000
10.73%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding RFV
# of Institutions
87Shares Held
1.05MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY143KShares$17.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC98.8KShares$12.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL80.4KShares$9.92 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC70.3KShares$8.67 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC64.4KShares$7.94 Million0.0% of portfolio