Genesis Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 5,570 shares of RFG stock, worth $246,416. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,570
Previous 5,570
-0.0%
Holding current value
$246,416
Previous $270 Million
9.48%
% of portfolio
0.2%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding RFG
# of Institutions
111Shares Held
2.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY384KShares$17 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC308KShares$13.6 Million0.01% of portfolio
-
Twelve Points Wealth Management LLC205KShares$9.08 Million2.52% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA203KShares$9 Million1.6% of portfolio
-
Coldstream Capital Management Inc101KShares$4.48 Million0.11% of portfolio