Centric Wealth Management Invesco Ex Traded Self Indx Fd Transaction History
Centric Wealth Management
- $357 Million
- Q1 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 5,542 shares of IUS stock, worth $287,851. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,542
Previous 5,696
2.7%
Holding current value
$287,851
Previous $282,000
3.19%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IUS
# of Institutions
98Shares Held
7.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.3MShares$67.3 Million0.03% of portfolio
-
Aveo Capital Partners, LLC608KShares$31.6 Million5.68% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ477KShares$24.8 Million0.06% of portfolio
-
Rfg Bristol Wealth Advisors, LLC Taunton, MA465KShares$24.2 Million7.7% of portfolio
-
Intelligence Driven Advisers, LLC388KShares$20.2 Million3.72% of portfolio