Glassman Wealth Services Invesco Exchange Traded Fd Tr Transaction History
Glassman Wealth Services
- $593 Million
- Q4 2024
A detailed history of Glassman Wealth Services transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Glassman Wealth Services holds 4,635 shares of RFG stock, worth $204,959. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,635
Previous 4,635
-0.0%
Holding current value
$204,959
Previous $227,000
1.32%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding RFG
# of Institutions
111Shares Held
2.52MCall 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
-
New England Private Wealth Advisors LLC Wellesley, MA203KShares$8.99 Million1.6% of portfolio
-
Twelve Points Wealth Management LLC194KShares$8.57 Million2.78% of portfolio
-
Coldstream Capital Management Inc101KShares$4.48 Million0.11% of portfolio