Berry Wealth Group, LP Invesco Exchange Traded Fd Tr Transaction History

Berry Wealth Group, LP

$121 Billion
Q1 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 $206,805. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,250

Holding current value

$206,805

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$40.14 - $50.7 $170,595 - $215,475	4,250 New	4,250 $215 Million

Others Institutions Holding RFG

# of Institutions

108

Shares Held

2.02M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

218K
Shares

$10.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

187K
Shares

$9.12 Million
0.01% of portfolio
Twelve Points Wealth Management LLC

172K
Shares

$8.37 Million
3.29% of portfolio
Coldstream Capital Management Inc

127K
Shares

$6.19 Million
0.16% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

116K
Shares

$5.62 Million
1.03% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
Sector ETFs
Industry ETFs

More about RFG

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Berry Wealth Group, LP Invesco Exchange Traded Fd Tr Transaction History