Twelve Points Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Twelve Points Wealth Management LLC
- $391 Million
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding RFG
# of Institutions
116Shares Held
1.97MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY229KShares$11.5 Million0.0% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC199KShares$10 Million0.0% of portfolio
 - 
    
      New England Private Wealth Advisors LLC Wellesley, MA186KShares$9.36 Million1.41% of portfolio
 - 
    
      Coldstream Capital Management Inc78KShares$3.92 Million0.06% of portfolio
 - 
    
      Wells Fargo & Company San Francisco, CA67.7KShares$3.4 Million0.0% of portfolio