Glassman Wealth Services Invesco Exchange Traded Fd Tr Transaction History
Glassman Wealth Services
- $650 Million
- Q2 2025
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 $232,955. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,635
Previous 4,635
-0.0%
Holding current value
$232,955
Previous $203,000
10.84%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding RFG
# of Institutions
114Shares Held
1.96MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY229KShares$11.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$10 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA186KShares$9.36 Million1.41% of portfolio
-
Coldstream Capital Management Inc78KShares$3.92 Million0.06% of portfolio
-
Twelve Points Wealth Management LLC70.3KShares$3.53 Million0.94% of portfolio