Householder Group Estate & Retirement Specialist, LLC Invesco Exchange Traded Fd Tr Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$40.14 - $50.7 $10,516 - $13,283	262 Added 34.25%	1,027 $52,000
Q3 2023 Oct 10, 2023	BUY	$38.75 - $200.05 $25,652 - $132,433	662 Added 642.72%	765 $29,000
Q1 2023 Apr 13, 2023	BUY	$172.41 - $191.84 $17,758 - $19,759	103 New	103 $19,000

Others Institutions Holding RFG

# of Institutions

110

Shares Held

2.42M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

379K
Shares

$19 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$15.1 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$10.2 Million
1.65% of portfolio
Twelve Points Wealth Management LLC

194K
Shares

$9.71 Million
2.78% of portfolio
Coldstream Capital Management Inc

111K
Shares

$5.58 Million
0.12% of portfolio

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