Stonebridge Financial Planning Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Stonebridge Financial Planning Group, LLC
- $181 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
107Shares Held
2.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY218KShares$10.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC187KShares$9.25 Million0.01% of portfolio
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Twelve Points Wealth Management LLC185KShares$9.12 Million3.27% of portfolio
-
Coldstream Capital Management Inc127KShares$6.28 Million0.16% of portfolio
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New England Private Wealth Advisors LLC Wellesley, MA116KShares$5.7 Million1.03% of portfolio