Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,817 shares of RWJ stock, worth $425,420. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,817
Previous 56,816
84.48%
Holding current value
$425,420
Previous $2.28 Billion
82.3%
% of portfolio
0.02%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding RWJ
# of Institutions
189Shares Held
20.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.91MShares$140 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.22MShares$107 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.9MShares$91.8 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.33MShares$64.2 Million5.62% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$62.3 Million0.08% of portfolio