Provence Wealth Management Group Invesco Exchange Traded Fd Tr Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Provence Wealth Management Group holds 1,305 shares of RFG stock, worth $62,587. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,305
Previous 1,465
10.92%
Holding current value
$62,587
Previous $57,000
7.02%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
113Shares Held
2.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY372KShares$17.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC307KShares$14.7 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA196KShares$9.41 Million1.68% of portfolio
-
Twelve Points Wealth Management LLC195KShares$9.37 Million3.13% of portfolio
-
Coldstream Capital Management Inc120KShares$5.78 Million0.14% of portfolio