Cary Street Partners Investment Advisory LLC Invesco Exchange Traded Fd Tr Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 8,307 shares of RFG stock, worth $420,334. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,307
Previous 8,306
0.01%
Holding current value
$420,334
Previous $404,000
0.99%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding RFG
# of Institutions
111Shares Held
2.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY379KShares$19.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC301KShares$15.2 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA203KShares$10.3 Million1.65% of portfolio
-
Twelve Points Wealth Management LLC195KShares$9.89 Million3.13% of portfolio
-
Coldstream Capital Management Inc111KShares$5.64 Million0.12% of portfolio