Coldstream Capital Management Inc Invesco Exchange Traded Fd Tr Call Options Transaction History

Coldstream Capital Management Inc

$4.58 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RFG

# of Institutions

112

Shares Held

2.55M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

379K
Shares

$19 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

308K
Shares

$15.5 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$10.2 Million
1.6% of portfolio
Twelve Points Wealth Management LLC

194K
Shares

$9.73 Million
2.78% of portfolio
Marshall Investment Management, LLC Littleton, CO

98.2K
Shares

$4.93 Million
2.84% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coldstream Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Coldstream Capital Management Inc with notifications on news.