Belpointe Asset Management LLC Invesco Exchange Traded Fd Tr Transaction History
Belpointe Asset Management LLC
- $2.14 Billion
- Q2 2025
A detailed history of Belpointe Asset Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Belpointe Asset Management LLC holds 27,895 shares of RWJ stock, worth $1.23 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
27,895
Previous 20,944
33.19%
Holding current value
$1.23 Million
Previous $852,000
41.67%
% of portfolio
0.06%
Previous 0.05%
Shares
16 transactions
Others Institutions Holding RWJ
# of Institutions
209Shares Held
22MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.71MShares$120 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.05MShares$90.8 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.79MShares$79.2 Million0.02% of portfolio
-
Fusion Family Wealth LLC1.44MShares$63.8 Million5.32% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.29MShares$57.1 Million0.08% of portfolio