Cary Street Partners Investment Advisory LLC Invesco Exchange Traded Fd Tr Transaction History
Cary Street Partners Investment Advisory LLC
- $2.33 Billion
- Q1 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 8,303 shares of RFG stock, worth $409,919. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,303
Previous 8,301
0.02%
Holding current value
$409,919
Previous $342,000
22.81%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding RFG
# of Institutions
107Shares Held
2.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY218KShares$10.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC187KShares$9.25 Million0.01% of portfolio
-
Twelve Points Wealth Management LLC185KShares$9.12 Million3.27% of portfolio
-
Coldstream Capital Management Inc127KShares$6.28 Million0.16% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA116KShares$5.7 Million1.03% of portfolio