Integrated Wealth Concepts LLC Invesco Exchange Traded Fd Tr Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,205 shares of RFG stock, worth $251,661. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,205
Previous 5,205
-0.0%
Holding current value
$251,661
Previous $252,000
9.52%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
115Shares Held
2.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$14.5 Million0.0% of portfolio
-
Twelve Points Wealth Management LLC205KShares$9.92 Million2.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC202KShares$9.75 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA194KShares$9.36 Million1.35% of portfolio
-
Coldstream Capital Management Inc88.5KShares$4.28 Million0.08% of portfolio