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

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 33,121 shares of RWL stock, worth $3.4 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

33,121

Previous 33,117 0.01%

Holding current value

$3.4 Million

Previous $3.07 Million 5.9%

% of portfolio

0.4%

Previous 0.4%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$90.36 - $98.07 $361 - $392	4 Added 0.01%	33,121 $3.25 Million
Q2 2024 Jul 22, 2024	SELL	$89.19 - $93.47 $403,584 - $422,951	-4,525 Reduced 12.02%	33,117 $3.07 Million
Q1 2024 Apr 16, 2024	SELL	$84.24 - $93.73 $31,926 - $35,523	-379 Reduced 1.0%	37,642 $3.53 Million
Q4 2023 Jan 10, 2024	SELL	$74.89 - $85.43 $16,251 - $18,538	-217 Reduced 0.57%	38,021 $3.24 Million
Q3 2023 Oct 17, 2023	SELL	$78.03 - $82.8 $135,538 - $143,823	-1,737 Reduced 4.35%	38,238 $2.99 Million
Q2 2023 Jul 26, 2023	SELL	$74.39 - $80.0 $46,716 - $50,240	-628 Reduced 1.55%	39,975 $3.2 Million
Q1 2023 Apr 25, 2023	BUY	$72.67 - $79.42 $629,758 - $688,253	8,666 Added 27.13%	40,603 $3.09 Million
Q4 2022 Jan 19, 2023	SELL	$68.0 - $78.61 $258,196 - $298,482	-3,797 Reduced 10.63%	31,937 $0
Q3 2022 Nov 10, 2022	BUY	$67.11 - $79.22 $24,226 - $28,598	361 Added 1.02%	35,734 $2.4 Million
Q2 2022 Jul 21, 2022	SELL	$68.34 - $82.04 $1.1 Million - $1.32 Million	-16,123 Reduced 31.31%	35,373 $2.47 Million
Q1 2022 May 09, 2022	BUY	$75.85 - $81.95 $75 - $81	1 Added 0.0%	51,496 $4.15 Million
Q4 2021 Jan 28, 2022	BUY	$72.97 - $80.12 $3.76 Million - $4.13 Million	51,495 New	51,495 $4.12 Million

Others Institutions Holding RWL

# of Institutions

213

Shares Held

25.2M

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RWL
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Amplius Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History