Ballentine Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Ballentine Partners, LLC
- $5.39 Billion
- Q2 2024
A detailed history of Ballentine Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ballentine Partners, LLC holds 8,730 shares of RFG stock, worth $404,286. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,730
Previous 8,730
-0.0%
Holding current value
$404,286
Previous $442,000
3.85%
% of portfolio
0.01%
Previous 0.01%
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