Glassman Wealth Services Invesco Exchange Traded Fd Tr Transaction History
Glassman Wealth Services
- $585 Million
- Q3 2024
A detailed history of Glassman Wealth Services transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Glassman Wealth Services holds 4,635 shares of RFG stock, worth $232,723. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,635
Previous 4,635
-0.0%
Holding current value
$232,723
Previous $225,000
0.89%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding RFG
# of Institutions
110Shares Held
2.42MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY379KShares$19 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC301KShares$15.1 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA203KShares$10.2 Million1.65% of portfolio
-
Twelve Points Wealth Management LLC194KShares$9.73 Million2.78% of portfolio
-
Coldstream Capital Management Inc111KShares$5.59 Million0.12% of portfolio