Loring Wolcott & Coolidge Fiduciary Advisors LLP Invesco Exchange Traded Fd Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.4 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 13, 2022	SELL	$89.76 - $100.72 $87,067 - $97,698	-970 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$89.97 - $99.09 $87,270 - $96,117	970 New	970 $94,000

Others Institutions Holding RFV

# of Institutions

Shares Held

1.31M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

213K
Shares

$23.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

126K
Shares

$13.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

99.9K
Shares

$11 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

88K
Shares

$9.72 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

81.3K
Shares

$8.98 Million
0.01% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RFV
Sector ETFs
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