Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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 56,816 shares of RWJ stock, worth $2.61 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
56,816
Previous 54,731
3.81%
Holding current value
$2.61 Million
Previous $2.26 Billion
0.72%
% of portfolio
0.17%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding RWJ
# of Institutions
176Shares Held
19.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.82MShares$129 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.18MShares$99.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.69MShares$77.5 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.27MShares$58.1 Million5.17% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.26MShares$57.9 Million0.07% of portfolio