First Republic Investment Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 09, 2022	SELL	$217.14 - $245.79 $215,185 - $243,577	-991 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$210.86 - $235.2 $208,962 - $233,083	991 New	991 $225,000
Q1 2021 May 14, 2021	SELL	$200.22 - $232.77 $198,418 - $230,675	-991 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$170.73 - $206.06 $169,193 - $204,205	991 New	991 $201,000

Others Institutions Holding RFG

# of Institutions

111

Shares Held

2.39M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

379K
Shares

$18.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$14.7 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$9.92 Million
1.65% of portfolio
Twelve Points Wealth Management LLC

195K
Shares

$9.54 Million
3.13% of portfolio
Coldstream Capital Management Inc

111K
Shares

$5.43 Million
0.12% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
Sector ETFs
Industry ETFs

More about RFG

Track This Portfolio

Portfolio Update

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

News

Stay updated on First Republic Investment Management, Inc. with notifications on news.

Account