Brendel Financial Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
Brendel Financial Advisors LLC
- $165 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding RFG
# of Institutions
115Shares Held
2.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$14.4 Million0.0% of portfolio
-
Twelve Points Wealth Management LLC205KShares$9.88 Million2.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC202KShares$9.71 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA194KShares$9.32 Million1.35% of portfolio
-
Coldstream Capital Management Inc88.5KShares$4.26 Million0.08% of portfolio