Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Spire Wealth Management holds 3,150 shares of RFG stock, worth $161,248. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,150
Previous 3,142
0.25%
Holding current value
$161,248
Previous $137,000
11.68%
% of portfolio
0.01%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding RFG
# of Institutions
113Shares Held
1.96MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY229KShares$11.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$10.2 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA186KShares$9.53 Million1.41% of portfolio
-
Coldstream Capital Management Inc78KShares$3.99 Million0.06% of portfolio
-
Twelve Points Wealth Management LLC70.3KShares$3.6 Million0.94% of portfolio