Centric Wealth Management Invesco Ex Traded Self Indx Fd Transaction History
Centric Wealth Management
- $350 Million
- Q4 2024
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 5,696 shares of IUS stock, worth $266,344. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,696
Previous 6,564
13.22%
Holding current value
$266,344
Previous $330,000
14.55%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IUS
# of Institutions
94Shares Held
6.67MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.03MShares$48.3 Million0.02% of portfolio
-
Aveo Capital Partners, LLC532KShares$24.9 Million3.09% of portfolio
-
Envestnet Asset Management Inc393KShares$18.4 Million0.01% of portfolio
-
Intelligence Driven Advisers, LLC347KShares$16.2 Million3.24% of portfolio
-
Northwestern Mutual Wealth Management CO281KShares$13.1 Million0.01% of portfolio