Twelve Points Wealth Management LLC RFG Holdings History
Twelve Points Wealth Management LLC's Invesco S&P MidCap 400 Pure Growth ETF Holding Summary
As of 2025-03-31, Twelve Points Wealth Management LLC held 205,196.00 shares of Invesco S&P MidCap 400 Pure Growth ETF(RFG), totaling $8.99 Mil. This investment constitutes 2.44% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 3.4% of the outstanding Invesco S&P MidCap 400 Pure Growth ETF(RFG) stock.
The initial trade took place in 2021Q4. And since then Twelve Points Wealth Management LLC has made 11 purchases of RFG, at an average price of $41.90, for a total of 235,002.00 shares. In addition, there have been 2 sales at an average price of $37.39 for 29,806.00 shares. Based on historical transaction data and RFG's current price of $48.16, Twelve Points Wealth Management LLC's estimated gain on his RFG holdings is $1.15 Mil, reflecting a 11.68% gain to date.
Twelve Points Wealth Management LLC RFG ($48.16) Holding Chart
Twelve Points Wealth Management LLC RFG ($48.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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