All Square Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
All Square Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of All Square Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,525 shares of RFG stock, worth $70,622. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,525
Previous 1,525
-0.0%
Holding current value
$70,622
Previous $77,000
3.9%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding RFG
# of Institutions
114Shares Held
2.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY372KShares$17.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC307KShares$14.2 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA196KShares$9.08 Million1.68% of portfolio
-
Twelve Points Wealth Management LLC185KShares$8.55 Million3.27% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC129KShares$5.99 Million5.04% of portfolio