Shepherd Financial Partners LLC Invesco Exchange Traded Fd Tr Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
108Shares Held
2.02MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY218KShares$10.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC187KShares$9.11 Million0.01% of portfolio
-
Twelve Points Wealth Management LLC172KShares$8.36 Million3.29% of portfolio
-
Coldstream Capital Management Inc127KShares$6.18 Million0.16% of portfolio
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New England Private Wealth Advisors LLC Wellesley, MA116KShares$5.62 Million1.03% of portfolio