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

2.41M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

379K
Shares

$18.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$15.1 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$10.2 Million
1.65% of portfolio
Twelve Points Wealth Management LLC

195K
Shares

$9.77 Million
3.13% of portfolio
Coldstream Capital Management Inc

120K
Shares

$6.02 Million
0.14% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
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