Baron Financial Group, LLC Invesco ETF Tr Ii S&P Global W Transaction History
Baron Financial Group, LLC
- $170 Million
- Q2 2025
A detailed history of Baron Financial Group, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Baron Financial Group, LLC holds 88,817 shares of CGW stock, worth $5.56 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
88,817
Previous 91,112
2.52%
Holding current value
$5.56 Million
Previous $5.08 Million
9.19%
% of portfolio
3.26%
Previous 3.2%
Shares
20 transactions
Others Institutions Holding CGW
# of Institutions
211Shares Held
6.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY879KShares$55 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.517KShares$32.4 Million3.05% of portfolio
-
Ubs Group Ag509KShares$31.9 Million0.01% of portfolio
-
Weatherly Asset Management L. P.412KShares$25.8 Million2.22% of portfolio
-
1832 Asset Management L.P. Toronto, A6336KShares$21 Million0.04% of portfolio