Glassman Wealth Services Invesco Exchange Traded Fd Tr Transaction History
Glassman Wealth Services
- $542 Million
- Q2 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 $214,646. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,635
Previous 4,635
-0.0%
Holding current value
$214,646
Previous $234,000
3.85%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding RFG
# of Institutions
114Shares Held
2.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY372KShares$17.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC307KShares$14.2 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA196KShares$9.08 Million1.68% of portfolio
-
Twelve Points Wealth Management LLC185KShares$8.55 Million3.27% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC129KShares$5.99 Million5.04% of portfolio