Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 25 shares of RFG stock, worth $1,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,178

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$43.07 - $51.51 $1,076 - $1,287	25 New	25 $1,000

Others Institutions Holding RFG

# of Institutions

115

Shares Held

2.36M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

300K
Shares

$14.1 Million
0.0% of portfolio
Twelve Points Wealth Management LLC

205K
Shares

$9.67 Million
2.52% of portfolio
Lpl Financial LLC Fort Mill, SC

202K
Shares

$9.51 Million
0.0% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

194K
Shares

$9.13 Million
1.35% of portfolio
Coldstream Capital Management Inc

88.5K
Shares

$4.17 Million
0.08% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
Sector ETFs
Industry ETFs

More about RFG

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Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History