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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 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

915K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

143K
Shares

$18.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

98.8K
Shares

$12.7 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

70.3K
Shares

$9.05 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

64.4K
Shares

$8.3 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

60.9K
Shares

$7.85 Million
0.0% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFV
Sector ETFs
Industry ETFs

More about RFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account