Olistico Wealth, LLC Invesco Dwa Industrials Moment Transaction History

Olistico Wealth, LLC

$180 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$151.92 - $177.75 $4,101 - $4,799	27 New	27 $4.15 Million

Others Institutions Holding PRN

# of Institutions

105

Shares Held

1.51M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

189K
Shares

$31 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

146K
Shares

$24 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

137K
Shares

$22.4 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

117K
Shares

$19.1 Million
2.1% of portfolio
Lpl Financial LLC Fort Mill, SC

113K
Shares

$18.5 Million
0.01% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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