Svb Wealth LLC Invesco Exchange Traded Fd Tr Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	$103.66 - $156.63 $47,994 - $72,519	-463 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$137.04 - $154.13 $63,449 - $71,362	463 New	463 $71,000

Others Institutions Holding RFG

# of Institutions

111

Shares Held

2.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

379K
Shares

$19.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$15.8 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$10.7 Million
1.65% of portfolio
Twelve Points Wealth Management LLC

195K
Shares

$10.3 Million
3.13% of portfolio
Coldstream Capital Management Inc

111K
Shares

$5.85 Million
0.12% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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