Berry Wealth Group, LP Invesco Exchange Traded Fd Tr Transaction History
Berry Wealth Group, LP
- $140 Billion
- Q3 2024
A detailed history of Berry Wealth Group, LP transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Berry Wealth Group, LP holds 4,250 shares of RFG stock, worth $223,210. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,250
Previous 4,250
-0.0%
Holding current value
$223,210
Previous $207 Million
0.86%
% of portfolio
0.15%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding RFG
# of Institutions
111Shares Held
2.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY379KShares$19.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC301KShares$15.8 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA203KShares$10.7 Million1.65% of portfolio
-
Twelve Points Wealth Management LLC195KShares$10.3 Million3.13% of portfolio
-
Coldstream Capital Management Inc111KShares$5.85 Million0.12% of portfolio