Balboa Wealth Partners Invesco Exchange Traded Fd Tr Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	SELL	$105.74 - $126.98 $425,920 - $511,475	-4,028 Reduced 69.01%	1,809 $202,000
Q4 2022 Feb 14, 2023	BUY	$33.08 - $116.46 $193,087 - $679,777	5,837 New	5,837 $633,000

Others Institutions Holding RWJ

# of Institutions

190

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.91M
Shares

$138 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$106 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.9M
Shares

$90.5 Million
0.02% of portfolio
Fusion Family Wealth LLC

1.33M
Shares

$63.3 Million
5.62% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.29M
Shares

$61.4 Million
0.08% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker RWJ
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