Corient Private Wealth LLC
Position in RFG — Invesco S&P Midcap 400 Pure Growth ETF
CIK 1948780
MIAMI, FL
All Filings in RFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 RFG | $1,355,130 | 21,000 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 RFG | $1,214,863 | 22,165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 RFG | $1,162,332 | 22,165 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 RFG | $1,192,994 | 23,415 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 RFG | $265,053 | 5,437 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 RFG | $284,982 | 6,502 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 RFG | $258,417 | 5,337 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||