Capital Advisors Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding RWK
# of Institutions
129Shares Held
5.13MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY862KShares$106 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC596KShares$73.3 Million0.02% of portfolio
-
Fusion Family Wealth LLC522KShares$64.2 Million5.19% of portfolio
-
Vantagepoint Investment Advisers LLC517KShares$63.6 Million0.55% of portfolio
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Wells Fargo & Company San Francisco, CA274KShares$33.7 Million0.01% of portfolio