Topsail Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Topsail Wealth Management, LLC
- $547 Billion
- Q2 2025
A detailed history of Topsail Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 750 shares of RFG stock, worth $37,170. This represents 0.01% of its overall portfolio holdings.
Number of Shares
750
Previous 750
-0.0%
Holding current value
$37,170
Previous $32.9 Million
11.23%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding RFG
# of Institutions
113Shares Held
2.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$14.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$9.89 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA186KShares$9.23 Million1.41% of portfolio
-
Coldstream Capital Management Inc78KShares$3.86 Million0.06% of portfolio
-
Twelve Points Wealth Management LLC70.3KShares$3.48 Million0.94% of portfolio