Twelve Points Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Twelve Points Wealth Management LLC
- $364 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RFG
# of Institutions
113Shares Held
1.96MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY229KShares$11.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC199KShares$10.2 Million0.0% of portfolio
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New England Private Wealth Advisors LLC Wellesley, MA186KShares$9.53 Million1.41% of portfolio
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Coldstream Capital Management Inc78KShares$3.99 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA67.7KShares$3.46 Million0.0% of portfolio