A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 10,675 shares of RFG stock, worth $540,155. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,675
Previous 11,503 7.2%
Holding current value
$540,155
Previous $560,000 6.43%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$45.41 - $51.61 $37,599 - $42,733
-828 Reduced 7.2%
10,675 $524,000
Q2 2024

Jul 16, 2024

BUY
$46.75 - $50.55 $115,472 - $124,858
2,470 Added 27.34%
11,503 $560,000
Q1 2024

Apr 15, 2024

BUY
$40.14 - $50.7 $62,658 - $79,142
1,561 Added 20.89%
9,033 $457,000
Q4 2023

Jan 30, 2024

BUY
$36.89 - $41.85 $36 - $41
1 Added 0.01%
7,472 $308,000
Q3 2023

Nov 13, 2023

BUY
$38.75 - $200.05 $289,501 - $1.49 Million
7,471 New
7,471 $292,000

Others Institutions Holding RFG

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker RFG
  • Sector ETFs
  • Industry ETFs
More about RFG
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.