Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 30, 2020	SELL	$60.36 - $70.19 $332,643 - $386,817	-5,511 Closed	0 $0
Q3 2019 Jan 29, 2020	SELL	$56.91 - $68.07 $1.23 Million - $1.47 Million	-21,548 Reduced 79.63%	5,511 $352,000
Q2 2019 Jan 29, 2020	BUY	$60.13 - $70.67 $18,039 - $21,201	300 Added 1.12%	27,059 $1.81 Million
Q1 2019 Jan 29, 2020	BUY	$56.87 - $69.56 $187,557 - $229,408	3,298 Added 14.06%	26,759 $1.77 Million
Q4 2018 Jan 29, 2020	BUY	$53.74 - $71.62 $308,198 - $410,740	5,735 Added 32.35%	23,461 $1.32 Million
Q3 2018 Jan 29, 2020	BUY	$70.1 - $73.25 $219,903 - $229,785	3,137 Added 21.5%	17,726 $1.27 Million
Q2 2018 Jan 29, 2020	BUY	$63.89 - $72.7 $932,091 - $1.06 Million	14,589 New	14,589 $1.03 Million

Others Institutions Holding RFV

# of Institutions

81

Shares Held

1.27M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

140K
Shares

$16.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$15.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

103K
Shares

$12.1 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

94.7K
Shares

$11.1 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

90K
Shares

$10.6 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFV
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