Svb Wealth LLC Invesco Exchange Traded Fd Tr Transaction History
Svb Wealth LLC
- $4.01 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
113Shares Held
2.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY372KShares$18.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC307KShares$15.2 Million0.01% of portfolio
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New England Private Wealth Advisors LLC Wellesley, MA196KShares$9.69 Million1.68% of portfolio
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Twelve Points Wealth Management LLC185KShares$9.12 Million3.27% of portfolio
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Pom Investment Strategies, LLC Raleigh, NC129KShares$6.39 Million5.04% of portfolio