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 $269,309. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,570
Previous 5,570
-0.0%
Holding current value
$269,309
Previous $270 Million
9.48%
% of portfolio
0.2%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding RFG
# of Institutions
115Shares Held
2.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$14.5 Million0.0% of portfolio
-
Twelve Points Wealth Management LLC205KShares$9.92 Million2.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC202KShares$9.75 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA194KShares$9.36 Million1.35% of portfolio
-
Coldstream Capital Management Inc88.5KShares$4.28 Million0.08% of portfolio