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

Twelve Points Wealth Management LLC

$307 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding RFG

# of Institutions

111

Shares Held

2.39M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

379K
Shares

$18.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$14.7 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$9.93 Million
1.65% of portfolio
Coldstream Capital Management Inc

111K
Shares

$5.44 Million
0.12% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

98.1K
Shares

$4.79 Million
0.01% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Twelve Points Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twelve Points Wealth Management LLC with notifications on news.