Riverpoint Wealth Management Holdings, LLC Invesco Exchange Traded Fd Tr Transaction History

Riverpoint Wealth Management Holdings, LLC

$360 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$16.35 - $17.47 $1,275 - $1,362	78 New	78 $1,000

Others Institutions Holding PID

# of Institutions

169

Shares Held

20.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.65M
Shares

$65.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.04M
Shares

$36.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.61M
Shares

$28.8 Million
0.01% of portfolio
Ubs Group Ag

1.03M
Shares

$18.4 Million
0.0% of portfolio
Kaye Capital Management El Segundo, CA

1.01M
Shares

$17.9 Million
8.19% of portfolio

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