Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
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 3,133 shares of RFG stock, worth $151,261. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,133
Previous 3,128
0.16%
Holding current value
$151,261
Previous $129,000
22.48%
% of portfolio
0.01%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding RFG
# of Institutions
107Shares Held
2.02MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY218KShares$10.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC187KShares$9.05 Million0.01% of portfolio
-
Twelve Points Wealth Management LLC172KShares$8.3 Million3.29% of portfolio
-
Coldstream Capital Management Inc127KShares$6.14 Million0.16% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA116KShares$5.58 Million1.03% of portfolio