Rfg Advisory, LLC Global X Fds Transaction History

Rfg Advisory, LLC

$2.6 Billion
Q2 2025

A detailed history of Rfg Advisory, LLC transactions in Global X Fds stock. As of the latest transaction made, Rfg Advisory, LLC holds 5,890 shares of CEFA stock, worth $214,513. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,890

Holding current value

$214,513

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$28.37 - $34.48 $167,099 - $203,087	5,890 New	5,890 $202,000

Others Institutions Holding CEFA

# of Institutions

Shares Held

529K

Call Options Held

Put Options Held

Hirtle Callaghan & CO LLC West Conshohocken, PA

158K
Shares

$5.76 Million
0.21% of portfolio
Fund Evaluation Group, LLC Cincinnati, OH

143K
Shares

$5.21 Million
0.19% of portfolio
Leith Wheeler Investment Counsel Ltd.

52.5K
Shares

$1.91 Million
0.13% of portfolio
Rmb Capital Management, LLC

39.9K
Shares

$1.45 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

22.3K
Shares

$812,894
0.0% of portfolio

View Full List

About GLOBAL X FDS

Ticker CEFA

More about CEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Advisory, LLC with notifications on news.

Account