Centric Wealth Management Invesco Ex Traded Self Indx Fd Transaction History
Centric Wealth Management
- $399 Million
- Q2 2025
A detailed history of Centric Wealth Management transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Centric Wealth Management holds 5,559 shares of IUS stock, worth $304,466. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,559
Previous 5,542
0.31%
Holding current value
$304,466
Previous $273,000
4.76%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding IUS
# of Institutions
101Shares Held
7.47MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.45MShares$79.2 Million0.03% of portfolio
-
Envestnet Asset Management Inc685KShares$37.5 Million0.01% of portfolio
-
Intelligence Driven Advisers, LLC554KShares$30.3 Million4.37% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ457KShares$25 Million0.04% of portfolio
-
Rfg Bristol Wealth Advisors, LLC Taunton, MA274KShares$15 Million4.37% of portfolio