Compton Wealth Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Compton Wealth Advisory Group, LLC
- $390 Million
- Q3 2024
A detailed history of Compton Wealth Advisory Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Compton Wealth Advisory Group, LLC holds 47,500 shares of RFG stock, worth $2.33 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
47,500
Previous 50,500
5.94%
Holding current value
$2.33 Million
Previous $2.46 Million
5.12%
% of portfolio
0.6%
Previous 0.66%
Shares
13 transactions
Others Institutions Holding RFG
# of Institutions
114Shares Held
2.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY372KShares$18.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC307KShares$15.1 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA196KShares$9.62 Million1.68% of portfolio
-
Twelve Points Wealth Management LLC195KShares$9.59 Million3.13% of portfolio
-
Coldstream Capital Management Inc120KShares$5.91 Million0.14% of portfolio