Meridian Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Meridian Financial, LLC

$150 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Aug 13, 2024	SELL	$36.89 - $41.85 $103,292 - $117,180	-2,800 Closed	0 $0
Q4 2021 Aug 13, 2024	BUY	$217.14 - $245.79 $607,992 - $688,212	2,800 New	2,800 $437 Million

Others Institutions Holding RFG

# of Institutions

111

Shares Held

2.39M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

379K
Shares

$18.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$14.7 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$9.92 Million
1.65% of portfolio
Twelve Points Wealth Management LLC

195K
Shares

$9.54 Million
3.13% of portfolio
Coldstream Capital Management Inc

111K
Shares

$5.43 Million
0.12% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
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