New England Private Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History
New England Private Wealth Advisors LLC
- $646 Million
- Q2 2025
A detailed history of New England Private Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 186,145 shares of RFG stock, worth $9.23 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
186,145
Previous 193,620
3.86%
Holding current value
$9.23 Million
Previous $8.49 Million
6.93%
% of portfolio
1.41%
Previous 1.35%
Shares
29 transactions
Others Institutions Holding RFG
# of Institutions
112Shares Held
2.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$14.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$9.89 Million0.0% of portfolio
-
Coldstream Capital Management Inc78KShares$3.86 Million0.06% of portfolio
-
Twelve Points Wealth Management LLC70.3KShares$3.48 Million0.94% of portfolio
-
Wells Fargo & Company San Francisco, CA69.8KShares$3.46 Million0.0% of portfolio