Red Door Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Red Door Wealth Management, LLC
- $572 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding RFG
# of Institutions
111Shares Held
2.39MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY379KShares$18.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC301KShares$14.7 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA203KShares$9.89 Million1.65% of portfolio
-
Twelve Points Wealth Management LLC195KShares$9.51 Million3.13% of portfolio
-
Coldstream Capital Management Inc111KShares$5.42 Million0.12% of portfolio