Centric Wealth Management Invesco Ex Traded Self Indx Fd Transaction History
Centric Wealth Management
- $415 Million
- Q3 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 5,625 shares of IUS stock, worth $314,606. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,625
Previous 5,559
1.19%
Holding current value
$314,606
Previous $286,000
8.39%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding IUS
# of Institutions
104Shares Held
8.03MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.52MShares$84.9 Million0.03% of portfolio
-
Envestnet Asset Management Inc772KShares$43.2 Million0.01% of portfolio
-
Intelligence Driven Advisers, LLC658KShares$36.8 Million5.13% of portfolio
-
Cwm, LLC626KShares$35 Million0.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ482KShares$27 Million0.04% of portfolio