9258 Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,662 shares of RWJ stock, worth $210,023. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,662
Previous 5,247
11.15%
Holding current value
$210,023
Previous $210,000
1.43%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding RWJ
# of Institutions
209Shares Held
23.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.1MShares$140 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.29MShares$103 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.14MShares$96.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.49MShares$67.1 Million0.03% of portfolio
-
Fusion Family Wealth LLC1.36MShares$61.5 Million5.71% of portfolio