Acorn Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Acorn Wealth Advisors, LLC

$220 Million
Q3 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 7,737 shares of RWL stock, worth $777,026. This represents 0.34% of its overall portfolio holdings.

Number of Shares

7,737

Previous 8,504 9.02%

Holding current value

$777,026

Previous $787,000 3.68%

% of portfolio

0.34%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$90.36 - $98.07 $69,306 - $75,219	-767 Reduced 9.02%	7,737 $758,000
Q1 2024 Apr 26, 2024	BUY	$84.24 - $93.73 $29,905 - $33,274	355 Added 4.36%	8,504 $797,000
Q4 2023 Feb 07, 2024	SELL	$74.89 - $85.43 $82,828 - $94,485	-1,106 Reduced 11.95%	8,149 $695,000
Q3 2023 Nov 07, 2023	SELL	$78.03 - $82.8 $38,858 - $41,234	-498 Reduced 5.11%	9,255 $723,000
Q2 2023 Aug 02, 2023	BUY	$74.39 - $80.0 $137,026 - $147,360	1,842 Added 23.28%	9,753 $780,000
Q1 2023 May 09, 2023	SELL	$72.67 - $79.42 $41,785 - $45,666	-575 Reduced 6.78%	7,911 $602,000
Q4 2022 Feb 10, 2023	BUY	$68.0 - $78.61 $101,184 - $116,971	1,488 Added 21.26%	8,486 $627,000
Q3 2022 Nov 09, 2022	SELL	$67.11 - $79.22 $1,677 - $1,980	-25 Reduced 0.36%	6,998 $470,000
Q2 2022 Aug 08, 2022	BUY	$68.34 - $82.04 $479,951 - $576,166	7,023 New	7,023 $491,000

Others Institutions Holding RWL

# of Institutions

214

Shares Held

25.2M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
Sector ETFs
Industry ETFs

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Acorn Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History