9258 Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
9258 Wealth Management, LLC
- $634 Million
- Q1 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 5,319 shares of RWJ stock, worth $210,685. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,319
Previous 5,343
0.45%
Holding current value
$210,685
Previous $221,000
2.71%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding RWJ
# of Institutions
179Shares Held
20.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.88MShares$114 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.17MShares$86 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$56.5 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.34MShares$52.9 Million0.09% of portfolio
-
Fusion Family Wealth LLC1.24MShares$49.2 Million5.51% of portfolio