RFG Advisory LLC Buys 948 Shares of SPDR Dow Jones Global Real …

Jan 27, 2025  · RFG Advisory LLC raised its position in shares of SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO – Free Report) by 4.8% in the fourth quarter, according to the …


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RFG Advisory LLC Buys 948 Shares Of SPDR Dow Jones Global Real …

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Jan 27, 2025  · RFG Advisory LLC raised its position in shares of SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO – Free Report) by 4.8% in the fourth quarter, according to the …

etfdailynews.com

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RFG Advisory LLC Boosts Stake In SPDR S&P Dividend ETF …

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Jan 27, 2025  · SPDR S&P Dividend ETF Stock Performance. Shares of SDY stock opened at $133.91 on Monday. SPDR S&P Dividend ETF has a one year low of $121.52 and a one year …

etfdailynews.com

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RFG ADVISORY, LLC Top 13F Holdings - WhaleWisdom.com

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RFG Advisory is based out of Birmingham. RFG Advisory is a large advisory firm with 11122 clients and discretionary assets under management (AUM) of $3,859,253,984 (Form ADV …

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RFG Advisory LLC Sells 227,250 Shares Of SPDR Portfolio S&P

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Oct 18, 2024  · RFG Advisory LLC lowered its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 38.7% during the 3rd quarter, according to its most …

techdows.com

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RFG Advisory LLC Buys 20,272 Shares Of AT&T Inc. (NYSE:T)

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Jan 25, 2025  · RFG Advisory LLC raised its holdings in shares of AT&T Inc. (NYSE:T - Free Report) by 28.9% in the fourth quarter, according to its most recent 13F filing with the …

marketbeat.com

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Portfolio IQ: Advisor Allocates 78% In Equity ETFs - ETF.com

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Jul 15, 2024  · He sums up his portfolio, which is spread across 10 ETFs and a 2% allocation to cash, as “invested alongside our clients” at RFG Advisory, a $5 billion financial advisory firm. …

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RFG Advisory LLC Purchases 1,264 Shares Of The Progressive

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Jan 25, 2025  · RFG Advisory LLC raised its position in The Progressive Co. (NYSE:PGR - Free Report) by 9.9% during the 4th quarter, according to the company in its most recent Form 13F …

marketbeat.com

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RFG Advisory LLC Buys 14,221 Shares Of NEOS S&P 500 High

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Jan 26, 2025  · RFG Advisory LLC lifted its stake in NEOS S&P 500 High Income ETF (BATS:SPYI – Free Report) by 134.8% during the fourth quarter, Holdings Channel.com …

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RFG Advisory LLC Purchases 1,978 Shares Of The Charles Schwab …

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Jan 27, 2025  · RFG Advisory LLC boosted its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 25.2% in the fourth quarter, according to its most recent filing …

etfdailynews.com

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RFG Advisory LLC Buys 2,031 Shares Of The Procter & Gamble

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Jan 26, 2025  · RFG Advisory LLC grew its stake in shares of The Procter & Gamble Company (NYSE:PG - Free Report) by 5.3% during the 4th quarter, according to the company in its most …

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RFG Advisory LLC Acquires 1,141 Shares Of Synopsys, Inc

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Jan 25, 2025  · RFG Advisory LLC grew its position in shares of Synopsys, Inc. (NASDAQ:SNPS - Free Report) by 33.3% during the 4th quarter, according to its most recent 13F filing with the …

marketbeat.com

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PepsiCo, Inc. (NASDAQ:PEP) Shares Sold By RFG Advisory LLC

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Jan 25, 2025  · Brighton Jones LLC lifted its position in shares of PepsiCo by 12.4% during the 4th quarter. Brighton Jones LLC now owns 59,392 shares of the company's stock valued at …

marketbeat.com

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RFG Advisory LLC Acquires 321 Shares Of Applied ... - ETF Daily News

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Jan 27, 2025  · RFG Advisory LLC grew its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 5.7% in the fourth quarter, according to its most recent …

etfdailynews.com

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RFG Advisory LLC Takes $928,000 Position In DoubleLine …

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Jan 27, 2025  · RFG Advisory LLC owned approximately 0.70% of DoubleLine Commercial Real Estate ETF at the end of the most recent quarter. Several other large investors have also …

etfdailynews.com

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NextEra Energy, Inc. (NYSE:NEE) Shares Acquired By RFG Advisory …

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Jan 24, 2025  · RFG Advisory LLC grew its holdings in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 12.4% in the fourth quarter, according to its most recent Form 13F filing with …

marketbeat.com

FAQs about RFG Advisory LLC Buys 948 Shares of SPDR Dow Jones Global Real … Coupon?

Is the SPDR Dow Jones international real estate ETF rwx a good investment?

A sensible index fund limited by its foreign mandate. SPDR Dow Jones International Real Estate ETF RWX is a sensible strategy for investors seeking foreign real estate exposure. But excluding U.S. securities from its portfolio restricts its opportunity set and obscures its cost advantage. ...

How many stocks does RFG advisory own?

As of 2021Q4, RFG Advisory, LLC owns 478 stocks with a total value of $1.5 billion. These are the details of the buys and sells. ...

Does RFG Advisory LLC own Charles Schwab?

RFG Advisory LLC’s holdings in Charles Schwab were worth $728,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors have also added to or reduced their stakes in SCHW. Washington Trust Advisors Inc. lifted its stake in Charles Schwab by 62.6% in the third quarter. ...

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