Rfg Advisory, LLC Ishares Morningstar Value ETF Transaction History
Rfg Advisory, LLC
- $3.42 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
138Shares Held
8.41MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$79 Million0.78% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$66.4 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA690KShares$57.9 Million2.91% of portfolio
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Matrix Trust CO689KShares$57.8 Million9.7% of portfolio
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Ubs Group Ag500KShares$42 Million0.01% of portfolio