Segment Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Segment Wealth Management, LLC
- $1.41 Billion
- Q3 2024
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 $253,671. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,830
Previous 4,830
-0.0%
Holding current value
$253,671
Previous $235,000
0.85%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding RFG
# of Institutions
111Shares Held
2.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY379KShares$19.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC301KShares$15.8 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA203KShares$10.7 Million1.65% of portfolio
-
Twelve Points Wealth Management LLC195KShares$10.3 Million3.13% of portfolio
-
Coldstream Capital Management Inc111KShares$5.85 Million0.12% of portfolio