Capital Advisors Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Capital Advisors Wealth Management, LLC
- $538 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding RWK
# of Institutions
115Shares Held
4.74MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$121 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC558KShares$66.7 Million0.03% of portfolio
-
Fusion Family Wealth LLC483KShares$57.8 Million5.19% of portfolio
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Wells Fargo & Company San Francisco, CA323KShares$38.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC168KShares$20.1 Million0.0% of portfolio