Segment Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Segment Wealth Management, LLC
- $1.43 Billion
- Q1 2025
A detailed history of Segment Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Segment Wealth Management, LLC holds 4,830 shares of RFG stock, worth $233,530. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,830
Previous 4,830
-0.0%
Holding current value
$233,530
Previous $233,000
9.44%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding RFG
# of Institutions
115Shares Held
2.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$14.5 Million0.0% of portfolio
-
Twelve Points Wealth Management LLC205KShares$9.92 Million2.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC202KShares$9.75 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA194KShares$9.36 Million1.35% of portfolio
-
Coldstream Capital Management Inc88.5KShares$4.28 Million0.08% of portfolio