Badgley Phelps Wealth Managers, LLC Invesco Exchange Traded Fd Tr Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 4,310 shares of RFG stock, worth $220,025. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,310
Previous 4,310
-0.0%
Holding current value
$220,025
Previous $210,000
4.29%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
119Shares Held
2.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY223KShares$11.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC188KShares$9.6 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA186KShares$9.5 Million1.3% of portfolio
-
Coldstream Capital Management Inc73.6KShares$3.76 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO72KShares$3.67 Million0.0% of portfolio