Rmr Wealth Builders Invesco Exchange Traded Fd Tr Transaction History

Rmr Wealth Builders

$824 Million
Q1 2024

A detailed history of Rmr Wealth Builders transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Rmr Wealth Builders holds 3,985 shares of RFG stock, worth $192,754. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,985

Holding current value

$192,754

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$40.14 - $50.7 $159,957 - $202,039	3,985 New	3,985 $202,000

Others Institutions Holding RFG

# of Institutions

108

Shares Held

2.02M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

218K
Shares

$10.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

187K
Shares

$9.07 Million
0.01% of portfolio
Twelve Points Wealth Management LLC

172K
Shares

$8.32 Million
3.29% of portfolio
Coldstream Capital Management Inc

127K
Shares

$6.15 Million
0.16% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

116K
Shares

$5.59 Million
1.03% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
Sector ETFs
Industry ETFs

More about RFG

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