Baker Tilly Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
110Shares Held
2.42MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY379KShares$19.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC301KShares$15.4 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA203KShares$10.4 Million1.65% of portfolio
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Twelve Points Wealth Management LLC194KShares$9.92 Million2.78% of portfolio
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Coldstream Capital Management Inc111KShares$5.7 Million0.12% of portfolio