Ci Private Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 5,337 shares of RFG stock, worth $267,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,337

Holding current value

$267,970

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$47.9 - $53.39 $255,642 - $284,942	5,337 New	5,337 $258,000

Others Institutions Holding RFG

# of Institutions

112

Shares Held

2.48M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

379K
Shares

$19 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

301K
Shares

$15.1 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

203K
Shares

$10.2 Million
1.6% of portfolio
Twelve Points Wealth Management LLC

194K
Shares

$9.73 Million
2.78% of portfolio
Coldstream Capital Management Inc

111K
Shares

$5.59 Million
0.12% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker RFG
Sector ETFs
Industry ETFs

More about RFG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History