Gerber Kawasaki Wealth & Investment Management Invesco Exchange Traded Fd Tr Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$217.14 - $245.79 $3,257 - $3,686	-15 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$215.2 - $231.51 $3,228 - $3,472	15 New	15 $3,000

Others Institutions Holding RFG

# of Institutions

111

Shares Held

2.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

379K
Shares

$20.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$15.9 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$10.8 Million
1.65% of portfolio
Twelve Points Wealth Management LLC

195K
Shares

$10.3 Million
3.13% of portfolio
Coldstream Capital Management Inc

111K
Shares

$5.9 Million
0.12% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
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