Shepherd Financial Partners LLC Invesco Exchange Traded Fd Tr Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
111Shares Held
2.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY384KShares$18.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC308KShares$14.5 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA203KShares$9.6 Million1.6% of portfolio
-
Twelve Points Wealth Management LLC194KShares$9.15 Million2.78% of portfolio
-
Coldstream Capital Management Inc101KShares$4.78 Million0.11% of portfolio