Stonebridge Financial Planning Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding RFG
# of Institutions
114Shares Held
2.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY372KShares$17.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC307KShares$14.7 Million0.01% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA196KShares$9.4 Million1.68% of portfolio
-
Twelve Points Wealth Management LLC195KShares$9.36 Million3.13% of portfolio
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Coldstream Capital Management Inc120KShares$5.77 Million0.14% of portfolio