Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 30, 2020	SELL	$137.04 - $154.13 $981,754 - $1.1 Million	-7,164 Closed	0 $0
Q3 2019 Jan 29, 2020	SELL	$135.32 - $150.39 $767,670 - $853,162	-5,673 Reduced 44.19%	7,164 $1.01 Million
Q2 2019 Jan 29, 2020	BUY	$139.15 - $154.07 $27,969 - $30,968	201 Added 1.59%	12,837 $1.9 Million
Q1 2019 Jan 29, 2020	BUY	$128.98 - $154.53 $284,916 - $341,356	2,209 Added 21.19%	12,636 $1.91 Million
Q4 2018 Jan 29, 2020	BUY	$124.17 - $163.24 $307,941 - $404,835	2,480 Added 31.21%	10,427 $1.37 Million
Q3 2018 Jan 29, 2020	BUY	$160.17 - $169.49 $235,610 - $249,319	1,471 Added 22.71%	7,947 $1.31 Million
Q2 2018 Jan 29, 2020	BUY	$153.28 - $168.16 $992,641 - $1.09 Million	6,476 New	6,476 $1.05 Million

Others Institutions Holding RFG

# of Institutions

114

Shares Held

2.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

372K
Shares

$17.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

307K
Shares

$14.7 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

196K
Shares

$9.4 Million
1.68% of portfolio
Twelve Points Wealth Management LLC

195K
Shares

$9.36 Million
3.13% of portfolio
Coldstream Capital Management Inc

120K
Shares

$5.77 Million
0.14% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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