Curio Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Curio Wealth, LLC

$192 Billion
Q1 2025

A detailed history of Curio Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 1 shares of RWJ stock, worth $38. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$38

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$40.15 - $47.73 $40 - $47	1 New	1 $366,000

Others Institutions Holding RWJ

# of Institutions

214

Shares Held

23.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.16M
Shares

$122 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.71M
Shares

$105 Million
0.03% of portfolio
Morgan Stanley New York, NY

2.29M
Shares

$88.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.54M
Shares

$59.3 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.43M
Shares

$55 Million
5.33% of portfolio

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
Sector ETFs
Industry ETFs

More about RWJ

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