J.W. Cole Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 6,371 shares of RFG stock, worth $320,206. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,371
Previous 6,364
0.11%
Holding current value
$320,206
Previous $278,000
11.51%
% of portfolio
0.01%
Previous 0.01%
Shares
13 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