Twelve Points Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History

Twelve Points Wealth Management LLC

$357 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RFG

# of Institutions

115

Shares Held

2.36M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

300K
Shares

$14.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

202K
Shares

$9.75 Million
0.0% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

194K
Shares

$9.36 Million
1.35% of portfolio
Coldstream Capital Management Inc

88.5K
Shares

$4.28 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

69.8K
Shares

$3.38 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
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