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My Recent Searches
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Invesco S&P Midcap 400 Pure Value ETF (RFV) |
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$115.50 0.00 (0.00%) as of 4:30 Fri 5/10
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Download |
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Institutional
Holders
Total
Institutions:
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71  9 |
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Total
shares held :
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1,379,433 |
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% of shares
held :
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72.22% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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15 |
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Amount
of shares held :
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89,211 |
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% of shares
held change :
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4.67% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$97.61 |
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Last
Quarter's Ending
Price :
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$116.43 |
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Last
Quarter's Average
Price :
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$102.12 |
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Change
from last quarter's
avg. price
to the last closing :
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13.38 (13.11%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Well Done LLC |
110 |
- |
2024-03-31 |
4,565 |
$545,000 |
0 |
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| GOLDMAN SACHS GROUP INC/ |
3868 |
- |
2023-12-31 |
4,014 |
$467,000 |
0 |
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| DB Wealth Management Group LLC |
62 |
- |
2023-12-31 |
3,682 |
$429,000 |
0 |
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| S.A. Mason LLC |
113 |
- |
2024-03-31 |
3,030 |
$361,000 |
0 |
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| COMMERCE BANK N A/MO |
989 |
- |
2024-03-31 |
2,750 |
$328,000 |
0 |
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| GREENLEAF TRUST |
721 |
- |
2024-03-31 |
1,825 |
$218,000 |
0 |
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| PSI Advisors LLC |
149 |
- |
2024-03-31 |
1,203 |
$144,000 |
0 |
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| JNBA FINANCIAL ADVISORS |
209 |
- |
2024-03-31 |
1,138 |
$136,000 |
0 |
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| Parallel Advisors LLC |
1280 |
- |
2024-03-31 |
650 |
$78,000 |
0 |
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| CREATIVE FINANCIAL DESIGNS INC /ADV |
684 |
- |
2024-03-31 |
496 |
$59,000 |
0 |
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| FMR LLC |
3295 |
- |
2023-12-31 |
509 |
$59,000 |
0 |
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| BANK OF MONTREAL /CAN/ |
2981 |
- |
2023-12-31 |
462 |
$54,000 |
0 |
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| Geneos Wealth Management Inc. |
1088 |
- |
2024-03-31 |
393 |
$47,000 |
0 |
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| AllSquare Wealth Management LLC |
233 |
- |
2024-03-31 |
345 |
$41,000 |
0 |
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| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2241 |
- |
2023-12-31 |
249 |
$29,000 |
0 |
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| Running Point Capital Advisors LLC |
126 |
- |
2023-12-31 |
187 |
$22,000 |
0 |
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| Bogart Wealth LLC |
509 |
- |
2024-03-31 |
169 |
$20,000 |
0 |
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| BARTLETT & CO. WEALTH MANAGEMENT LLC |
962 |
- |
2024-03-31 |
52 |
$6,000 |
0 |
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| SOA Wealth Advisors LLC. |
638 |
- |
2024-03-31 |
33 |
$4,000 |
0 |
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| MASSMUTUAL TRUST CO FSB/ADV |
1855 |
- |
2024-03-31 |
1 |
$0 |
0 |
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20 Records found
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1
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Page 1 of 1 |
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