Swisher Financial Concepts, Inc. Invesco Exchange Traded Fd Tr Transaction History

Swisher Financial Concepts, Inc.

$109 Million
Q1 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 26,521 shares of RWJ stock, worth $1.02 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

26,521

Previous 38,673 31.42%

Holding current value

$1.02 Million

Previous $1.77 Million 39.01%

% of portfolio

0.99%

Previous 2.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$40.15 - $47.73 $487,902 - $580,014	-12,152 Reduced 31.42%	26,521 $1.08 Million
Q4 2024 Feb 13, 2025	SELL	$44.2 - $49.46 $5.97 Million - $6.68 Million	-135,150 Reduced 77.75%	38,673 $1.77 Million
Q3 2024 Nov 05, 2024	BUY	$39.15 - $46.02 $2.92 Million - $3.43 Million	74,556 Added 75.11%	173,823 $7.27 Million
Q2 2024 Jul 22, 2024	BUY	$39.16 - $42.3 $70,997 - $76,689	1,813 Added 1.86%	99,267 $3.95 Million
Q1 2024 Apr 23, 2024	BUY	$38.56 - $42.81 $203,712 - $226,165	5,283 Added 5.73%	97,454 $3.96 Million
Q4 2023 Feb 13, 2024	BUY	$33.62 - $42.1 $3.1 Million - $3.88 Million	92,171 New	92,171 $3.82 Million

Others Institutions Holding RWJ

# of Institutions

215

Shares Held

24M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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Swisher Financial Concepts, Inc. Invesco Exchange Traded Fd Tr Transaction History