Wellington Wealth Strategies, Llc. Invesco Exchange Traded Fd Tr Transaction History
Wellington Wealth Strategies, Llc.
- $132 Billion
- Q3 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 348,743 shares of RWJ stock, worth $16.4 Million. This represents 11.7% of its overall portfolio holdings.
Number of Shares
348,743Holding current value
$16.4 Million% of portfolio
11.7%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$137 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.22MShares$104 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.9MShares$89.3 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.33MShares$62.4 Million5.62% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$60.6 Million0.08% of portfolio