True Wealth Design, LLC Invesco Exchange Traded Fd Tr Transaction History

True Wealth Design, LLC

$327 Billion
Q3 2025

A detailed history of True Wealth Design, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 131 shares of RWL stock, worth $14,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares

131

Holding current value

$14,375

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 21, 2025	BUY	$102.17 - $110.66 $13,384 - $14,496	131 New	131 $14.5 Million

Others Institutions Holding RWL

# of Institutions

287

Shares Held

40.2M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

8.18M
Shares

$897 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

4.8M
Shares

$527 Million
0.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.68M
Shares

$404 Million
0.1% of portfolio
Morgan Stanley New York, NY

3.01M
Shares

$330 Million
0.02% of portfolio
Allworth Financial LP

2.25M
Shares

$247 Million
1.17% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
Sector ETFs
Industry ETFs

More about RWL

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True Wealth Design, LLC Invesco Exchange Traded Fd Tr Transaction History