Facet Wealth, Inc. Invesco Exchange Traded Fd Tr Transaction History
Facet Wealth, Inc.
- $4.38 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding RFG
# of Institutions
114Shares Held
2.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$14.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC202KShares$10.1 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA194KShares$9.65 Million1.35% of portfolio
-
Coldstream Capital Management Inc88.5KShares$4.41 Million0.08% of portfolio
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Twelve Points Wealth Management LLC70.3KShares$3.5 Million0.94% of portfolio