Truepoint, Inc. Invesco Exchange Traded Fd Tr Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

A detailed history of Truepoint, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Truepoint, Inc. holds 4,078 shares of RFG stock, worth $206,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,078

Holding current value

$206,346

% of portfolio

0.01%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$45.41 - $51.61 $185,181 - $210,465	4,078 New	4,078 $200,000
Q1 2024 May 09, 2024	BUY	$40.14 - $50.7 $163,690 - $206,754	4,078 New	4,078 $206,000

Others Institutions Holding RFG

# of Institutions

111

Shares Held

2.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

379K
Shares

$19.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$15.2 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$10.3 Million
1.65% of portfolio
Twelve Points Wealth Management LLC

195K
Shares

$9.89 Million
3.13% of portfolio
Coldstream Capital Management Inc

111K
Shares

$5.64 Million
0.12% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
Sector ETFs
Industry ETFs

More about RFG

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