Genesis Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Genesis Wealth Advisors, LLC
- $142 Billion
- Q3 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 $284,348. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,570
Previous 5,570
-0.0%
Holding current value
$284,348
Previous $272 Million
4.5%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding RFG
# of Institutions
119Shares Held
2.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY223KShares$11.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC188KShares$9.6 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA186KShares$9.5 Million1.3% of portfolio
-
Coldstream Capital Management Inc73.6KShares$3.76 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO72KShares$3.67 Million0.0% of portfolio