Cbiz Investment Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History
Cbiz Investment Advisory Services, LLC
- $2.26 Billion
- Q2 2025
A detailed history of Cbiz Investment Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 143 shares of RFG stock, worth $7,285. This represents 0.0% of its overall portfolio holdings.
Number of Shares
143
Previous 142
0.7%
Holding current value
$7,285
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
114Shares Held
1.96MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY229KShares$11.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$10.2 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA186KShares$9.48 Million1.41% of portfolio
-
Coldstream Capital Management Inc78KShares$3.97 Million0.06% of portfolio
-
Twelve Points Wealth Management LLC70.3KShares$3.58 Million0.94% of portfolio